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Added 8 mins ago
BP
Quality Control Chemist
Bora Pharmaceuticals
Mississauga, ON
- Full-time
Be an active agent for continuous improvement in Quality control.
Added 8 mins ago
BP
Quality Control Chemist
Bora Pharmaceuticals
Mississauga, ON
- Full-time
Be an active agent for continuous improvement in Quality control.
Added 8 mins ago
TT
VES Leader, North America
Trojan Technologies
London, ON
- $90,000 to $105,000 CAD / year
- Full-time
…Leader serves as a key thought partner and hands-on change agent, supporting deployment and sustainment of operational excellence best practices across functions, value streams, and…
Added 19 mins ago
BC
Data Platform Administrator/Developer
BBA Consultants
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Ensure governance and traceability for AI agent access
Added 19 mins ago
R&
Staff Engineer / AI Builder
Robots & Pencils
Canada
- Full-time
…pencils means engineering paired with creativity, because every agent we ship has to work for real people in real workflows. That balance is baked into how we…
Added 21 mins ago
BC
Data Platform Administrator/Developer
BBA Consultants
Montreal, QC
- Full-time
Ensure governance and traceability for AI agent access
Added 21 mins ago
BC
Data Platform Administrator/Developer
BBA Consultants
Boisbriand, QC
- Full-time
Ensure governance and traceability for AI agent access
Added 21 mins ago
A
Analyste Controle Qualite / Agent Methode
Actalent
Quebec, QC
- $40 to $48 CAD / hour
- Full-time
Added 21 mins ago
UT
Scrum Master II - #26-25523
US Tech Solutions
Toronto, ON
- $77.65 USD / hour
- Contract
Drives continuous improvement and change, acting as a change agent to adapt processes to maximize productivity across teams of teams
Added 21 mins ago
A
Agent d'approvisionnement (Commandes) - Supply Management Officer (Ordering)
Airbus
Montreal, QC
- Full-time
Agent de la Gestion de l'Approvisionnement / Supply Management Agent
Added 21 mins ago
GT
Scrum Master
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $70 to $85 CAD / hour
- Contract
Drives continuous improvement and change, acting as a change agent to adapt processes to maximize productivity across teams of teams
Added 21 mins ago
D
AI Engineer – Agentic AI
DataPattern
Mississauga, ON
- Contract
We are looking for an experienced AI Engineer with strong expertise in Agentic AI, Generative AI, Microsoft AI technologies, RAG, and AI agent development.
Added 23 mins ago
SL
Site Reliability Engineer / Release Management & Automation Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Design, develop and support technical solutions that automate agent deployments and release orchestration processes
Added 23 mins ago
A
AI Native Developer (Agentic / Applied)
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
…are looking for is straightforward: you have shipped a multi-agent system in production, you have owned the eval harness, and you know what happens when your agent fails at 2am because you…
Added 23 mins ago
A
AI Native Solutions Lead (Agentic / Applied)
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
…are looking for is straightforward: you have shipped a multi-agent system in production, you have owned the eval harness, and you know what happens when your agent fails at 2am because you…
Added 23 mins ago
A
AI Native Development Lead - Reinvention Center
Accenture
Mississauga, ON · Montreal, QC
- Full-time
Client Engagement: Conduct design workshops, POCs, and code-with sessions to shape data-driven agent workflows with stakeholders, fostering trust and adoption.
Added 23 mins ago
R
Principal AI Engineer, Agentic Models and Data Platforms
RBC
Calgary, AB
- Full-time
Design and build backend services and APIs that expose data products, agent capabilities, and AI workflows as reliable, secure services.
Added 38 mins ago
M
HR AI Process Engineer
McKesson
Mississauga, ON
- Full-time
…and continuously improves HR processes using automation and agent-based tools to drive efficiency and consistency, while enabling a simple employee…
Added 38 mins ago
BB
Field Technical Service Representative (Part Time)
Best Buy Canada
Newmarket, ON
- Part-time
You’ll love it here! We are hiring immediately for a field technical service representative, which at Best Buy we call a field service agent.
Added 38 mins ago
HP
350-26 Clinical Nurse Educator (RN), Nursing Practice, Full-Time, Alliance Wide
Huron Perth Healthcare Alliance
Clinton, ON · Seaforth, ON · St. Marys, ON · Stratford, ON
- Full-time
Change management frameworks (e.g., Kotter, ADKAR) and ability to act as a change agent
Added 49 mins ago
E
Principal Application DevOps Engineer, AI & Automation
Entrust
Canada
- Full-time
Serve as a senior technical leader and change agent without requiring formal people-management responsibility.
Added 49 mins ago
OA
OpenClaw Python Engineer
Outlier AI
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
It is helpful if we are comfortable implementing persistent state and session tracking using MEMORY.md to monitor agent progress.
Added 49 mins ago
QR
Superviseur /Salles de montre (quincaillerie et surfaces) /Showroom Supervisor (Hardware & Surface)
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Montreal, QC
- Full-time
Added 49 mins ago
CH
Night Auditor
Crescent Hotels & Resorts
London, ON
- Part-time
…responsible for all night audit requirements and any guest service agent activities during your shift. Primary responsibilities include, but are not limited to, reconciling all hotel…
Added 49 mins ago
UT
Scrum Master #26-25523
US Tech Solutions
Toronto, ON
- $70 to $75 CAD / hour
- Contract
Drives continuous improvement and change, acting as a change agent to adapt processes to maximize productivity across teams of teams

Desjardins

Client Financial Services Agent

Prévost, QC, Canada
Caisse Desjardins de la Rivière-du-Nord, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:

Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
Help colleagues manage their agenda and emails.
Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
Seize business opportunities and participate in sales development initiatives.

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Understanding of financial documents used in asset management
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of operating procedures related to opening accounts, the selling of additional products and services
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-20

Apply About employer

More about this job

Responsibilities

You will provide personalized financial support to members and clients by offering investment, financing, and protection solutions while assisting advisors with business development. Additionally, you will handle client requests, manage administrative tasks, and help clients navigate digital tools and service channels.

Requirements

Candidates must hold an Attestation of Collegial Studies and possess at least three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in French and knowledge of financial services regulations.

Skills

Customer service
Financial services
Investment advice
Business development
Sales
Communication
Interpersonal skills
Asset management
Compliance
Financial data integration
Relationship management
Problem solving
Negotiation
Account opening
Financial products
Technical support

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment
Financing
Protection
Business Development
Customer Service
Asset Management
Mutual Fund Representative
Compliance
Financial Data
Sales
Solicitation
Negotiation
Account Opening
Automation
Financial Cooperatives
Hybrid Work
Telemedicine
Pension Plan

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