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Added 5 mins ago
PP
Order desk agent
PFM Packaging Machinery Corporation
Newmarket, ON
- $42,000 to $47,000 CAD / year
- Full-time
- On-site
Added 10 mins ago
HH
HVAC Sales Representative
Hammer's Heating & Cooling
Pitt Meadows, BC
- $41,600 to $140,000 CAD / year
- Full-time
…communities throughout the Fraser Valley. Since 2013, we have earned customer trust through honest recommendations, reliable service, and quality workmanship. Our approach is…
Added 10 mins ago
CO
Foreperson - Winter Control
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Added 10 mins ago
VP
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- Full-time
Added 10 mins ago
HF
Director, Retail Operations & Facilities
Habitat for Humanity Edmonton
AB · Edmonton, AB
- Full-time
Added 10 mins ago
PA
Customer Service Representative
PGW Auto Glass
Mississauga, ON
- Full-time
Call center functions to provide quality customer service.
Added 10 mins ago
DW
Senior Inside Sales Representative
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Calgary, AB
- Full-time
We’re looking for an experienced Senior Inside Sales Representative to join our busy Calgary team and hit the ground running.
Added 11 mins ago
T
Financial Planner
TD
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- Full-time
Added 11 mins ago
BB
Field Technical Service Representative (Seasonal)
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- 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 11 mins ago
BB
Seasonal Retail Associate
Best Buy Canada
Abbotsford, BC
- Part-time
Added 11 mins ago
AA
store driver
Advance Auto Parts
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- $17.95 to $18.85 CAD / hour
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Added 11 mins ago
GT
Cashier (Part-Time)
Giant Tiger
Saint-Jean-sur-Richelieu, QC
- Part-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 11 mins ago
GT
Store Associate (Full-Time)
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Deep River, ON
- Full-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 11 mins ago
GT
Cashier (Part-Time)
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Calgary, AB
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…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 11 mins ago
Co-Op Student- Energy Management
City of Mississauga
Mississauga, ON
Added 11 mins ago
Co-op student - Facilities Maintenance
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Mississauga, ON
Added 26 mins ago
U
Route Service Supervisor - UniFirst Canada
UniFirst
Langley (District), BC
- Full-time
At UniFirst, we Always Deliver - for our customers and our people. As a Route Service Supervisor you’ll lead and work alongside a team of Route Service Representatives who service a diverse…
Added 26 mins ago
ST
Customer Service Representative - CANADA
StableX Technologies, Inc.
Blainville, QC
- Full-time
POSITION SUMMARY: Under the direction of the Director of Marketing & Customer Service - Canadian Region, the Customer Service Representative has been assigned responsibilities for specific…
Added 26 mins ago
B
Support Service Representative
BMO
Toronto, ON · YNG
- Full-time
…payments. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of business, stakeholder and/or external…
Added 26 mins ago
TH
Merchandising Associate : Part Time (TEMP) (Mon - Fri /6am - 2pm) - BURNABY
The Home Depot
Burnaby, BC
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage
Added 26 mins ago
TH
Merchandising Execution Associate Part Time - 7057 Polo Park
The Home Depot
Burnaby, BC
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage
Added 26 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Langley (City), BC · Langley, British Columbia
- $18.25 to $20.95 CAD / hour
- Part-time
…and that stories - big and little - connect us. Indigo is our customer's happy place - for joyful moments of discovery and to connect with people who share their passion for…
Added 37 mins ago
PM
Venue Representative - Calgary
Poseidon Music Ltd
Calgary, AB
- Part-time
Added 37 mins ago
FR
Weekend Security Concierge
FirstService Residential Canada
Aurora, ON
- Full-time
Added 37 mins ago
I
Seasonal Customer Experience Representative
Indigo
Langley (District), BC · City of Langley, BC
- $18.25 to $20.95 CAD / hour
- Part-time
…and that stories - big and little - connect us. Indigo is our customer's happy place - for joyful moments of discovery and to connect with people who share their passion for reading, their…

Desjardins

Client Financial Services Agent

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

Full-time

Apply About employer

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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