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Added 3 mins ago
BB
Mobile Sales Associate (Seasonal)
Best Buy Canada
North Cowichan, BC
- Part-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 3 mins ago
BB
Associé(e) de la vente au détail (Temps plein) / Retail Sales Associate (Full-Time)
Best Buy Canada
Canada
- Full-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 3 mins ago
HS
Inside Sales Representative
Hercules SLR
Winnipeg, MB
- Full-time
We are looking for a full time Inside Sales Representative to join our team in Winnipeg, MB. Our ideal candidate will represent Hercules Crane & Lifting Supplies with a strong positive…
Added 15 mins ago
BC
Student Recruitment Specialist
British Columbia Institute of Technology
Burnaby, BC
- $62,669 to $68,082 CAD / year
- Contract
Functions as the School of Business + Media representative for the high-school visit program coordinated through MarComm.
Added 16 mins ago
HC
Direct Sales Representative
HELI Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
HELI Canada is expanding its presence across the Greater Toronto Area and is looking for an ambitious Direct Sales Representative to help grow market share.
Added 16 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 16 mins ago
DL
Technical Sales Representative
DM Lyons Consulting
Calgary, AB
- $90,000 to $120,000 CAD / year
- Full-time
The Technical Sales Representative will be responsible for managing all aspects of sales activities within an assigned territory. This role involves executing sales strategies, achieving…
Added 16 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Beauharnois, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 19 mins ago
KS
Canada Partner Associate
Kastech Software Solutions Group
Toronto, ON
- $30 to $35 USD / hour
- Contract
The Client team is looking for ambitious, highly motivated bilingual individuals to join our Sales team. As a Bilingual Sales Representative, you will play a key role in growing the Client…
Added 19 mins ago
Project Coordinator
Sonepar
Coquitlam, BC
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 19 mins ago
GE
Sales Representative
GFL Environmental Inc.
Saint John, NB · Sussex, NB · Dartmouth, NS
- Full-time
Reporting to the Sales and Retention Manager, the Inside Sales Representative will be the initial point of contact for prospective and existing customers and will work with management and…
Added 19 mins ago
T
Full Time Sales Representative (Koodo) | Eaton Centre
TELUS
Toronto, ON
- Full-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Oakville Place
GoodLife Fitness
Oakville, ON
- Full-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
A
Associate Account Director
ApplyBoard
Kitchener, ON
- Full-time
…As an organization built on diversity, our team members are representative of the students we…
Added 1 hour ago
RD
Associate Advisor- EN
RBC Dominion Securities
Sherbrooke, QC
- Full-time
Added 1 hour ago
KP
Client Experience Associate
Keystone Pacific Property Management
ON · Ontario, Canada
- Full-time
…amazing environment with an opportunity for continuous growth and development. For more information, please read…
Added 1 hour ago
RD
Associate Advisor- EN
RBC Dominion Securities
Laval, QC
- Full-time
Added 1 hour ago
LS
Agreement & Partnership Manager
Lac Ste. Anne Métis Community Association
Stony Plain, AB
- Full-time
The Lac Ste. Anne Métis Community Association (LSAMCA) is the representative body for the historic and contemporary Lac Ste. Anne Métis (LSAM) community, an independent, vibrant Métis…
Added 1 hour ago
R&
Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
…recognized for investing in its people through ongoing leadership development, career progression, and a collaborative, entrepreneurial…
Added 1 hour ago
CR
Research Scientist - Safety Assessment Toxicology
Charles River Laboratories
Laval, QC
- Full-time
For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a…
Added 1 hour ago
DF
Member Service Representative
DUCA Financial Services Credit Union Ltd.
Burlington, ON
- Full-time
DUCA is currently looking for a full-time Member Service Representative to join our dynamic Burlington branch!
Added 1 hour ago
PF
SALES AND EDUCATION MANAGER - ENCAN
Pierre Fabre Laboratories
Canada - Networks
- Full-time
2.3 Development and coaching of the field sales & education force:
Added 1 hour ago
Counter Sales Associate
Sonepar
Timmins, ON
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 1 hour ago
W
Inside Sales Representative- Hydraulic and Pneumatics
Wajax
Sudbury, ON · Lively, ON
- Full-time
We are seeking a results-driven and customer-focused Inside Sales Representative to join our growing team. In this role, you will act as the primary point of contact for inbound inquiries,…
Added 1 hour ago
CF
Member Services Rep
Crunch Fitness Canada
Woodbridge, ON
- $17.95 CAD / hour
- Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…

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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