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Added 8 mins ago
DIETITIAN
Southbridge Healthcare LP
St. Catharines, ON
As a member of the Clinical Team, the Dietitian consults with and advises the Food Service Manager and Director of Care concerning nutrition and hydration program needs. The Dietitian is…
Added 8 mins ago
DIETITIAN
Southbridge Healthcare LP
Stratford, ON
As a member of the Clinical Team, the Dietitian consults with and advises the Food Service Manager and Director of Care concerning nutrition and hydration program needs. The Dietitian is…
Added 23 mins ago
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Advisory Agent, Member and Client Experience
Desjardins
Mont-Joli, QC · Caisse Desjardins de Mont-Joli-Est de La Mitis
- Full-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 38 mins ago
Sr Underwriter / Field Underwriter - Commercial Mid-Market, Northern Alberta
Wawanesa Insurance
AB · Calgary, AB · Edmonton, AB (Hybrid), AB
Collaborate with underwriting, business development, loss control, claims, and other internal partners to deliver a consistent broker and member experience.
Added 38 mins ago
Curator of Education and Visitor Experience (Historical Archival Cultural Officer 3)
The Government of Nova Scotia
Halifax, NS
Customer service training and Volunteer sector experience
Added 38 mins ago
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Part Time Sales Representative | Tecumseh Mall, Windsor
TELUS
Windsor, ON
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Saint-Jean-sur-Richelieu, QC
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 2 hours ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 2 hours ago
FH
Manager, Informatics
Fraser Health
Surrey, BC
- Full-time
Work collaboratively as a member of the digital health leadership team by functioning as part of a coordinated effort to move forward the Fraser Health Digital Health strategy and by…
Added 3 hours ago
UO
Undergraduate Student Relations Officer
University of Waterloo
Waterloo, ON · Mathematics & Computer
- Full-time
…procedural requirements, and act as liaison between student member and Committee Chair, as…
Added 3 hours ago
UO
Executive Assistant to the Dean
University of Waterloo
Waterloo, ON · B.C. Matthews Hall
- Full-time
Acts as front-line representative of the Dean with influential and senior members of the university, business and prospect community and media, from UW and externally; greets visitors to…
Added 3 hours ago
UO
Research Graduate Programs Coordinator
University of Waterloo
Waterloo, ON · B.C. Matthews Hall
- Full-time
The Research Graduate Programs Coordinator (RGPC) provides service to enhance the effective and efficient delivery for the research graduate programs student experience at the School of…
Added 5 hours ago
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Senior Manager, Marketing and Commercial Operations
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- Full-time
…pioneering science through analytical technologies, informatics, and service. With a focus on regulated, high-volume testing environments, Waters’ innovative portfolio harnesses deep…
Added 5 hours ago
AC
Member Solutions Centre Representative I (Full-Time, Permanent) Henderson
Access Credit Union
Kingston, ON · Henderson Branch
- Full-time
The Member Solutions Centre Representative I (MSCR I) provides a high standard of financial service to existing and potential members. As the first contact on all incoming telephone calls,…
Added 5 hours ago
AC
Member Service Representative I (Part-Time, Permanent) Teulon
Access Credit Union
Teulon, MB
- Part-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 5 hours ago
AC
Member Service Representative I (Full-Time, Permanent) Winkler
Access Credit Union
Winkler, MB
- Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 5 hours ago
AC
Member Service Representative I (Part-Time, 13 Month Term) Winkler
Access Credit Union
Winkler, MB
- Part-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 5 hours ago
RS
Logistics Supervisor - Weekend Afternoon Shift
Ryder Supply Chain Solutions
Milton, ON · CAN - Milton ON Peddie Rd
- Full-time
Plan and review, in collaboration with the Logistics Manager, all logistics processes, ensuring that they meet the company standards and customer service specifications
Added 6 hours ago
Manager, Production
I M P Group International Inc.
Amherst, NS
Our goal is to be a diverse workforce that is representative at all job levels. We welcome applicants from Indigenous people, visible minority groups, persons with disabilities and women in…
Added 7 hours ago
ME
Customer Service Representative
MCDOUGALL ENERGY INC
Sault Ste. Marie, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part time Customer Service Representative at our Trunk Rd ESSO location, in Sault Ste Marie, ON.
Added 7 hours ago
ME
Customer Service Representative Lead Hand
MCDOUGALL ENERGY INC
Thunder Bay, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our John Street Thunder Bay location.
Added 7 hours ago
ME
Customer Service Representative
MCDOUGALL ENERGY INC
Thunder Bay, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Thunder Bay, John Street location.
Added 7 hours ago
S
Coordinator, Workplace Health
Sanya’k̓ula
Vancouver, BC
- Full-time
Added 9 hours ago
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Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
…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…
Added 10 hours ago
AC
HR & Recruitment Coordinator
Avmax Careers - Canada
Calgary, Alberta
- Full-time
Avmax is a diverse company offering every product and service related to aviation. We have locations, operations, and deployment worldwide.

Desjardins

Client Financial Services Agent

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

Full-time

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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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