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Added 13 mins ago
RM
Specialist, Education LTC
Regional Municipality of Peel
Canada
- Other
Experience working with eLearning platforms and learning management systems
Added 13 mins ago
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Supervisor Production Coaldale
''
Coaldale, AB
- Full-time
Proven ability to champion and coach the use of digital systems and our plant control software. PlantPax/FTView, SAP, MDI, OSIPI and related software, Dimensions, ProductVision, and others.
Added 28 mins ago
VA
Veterinary Receptionist, Animal Care Centre of Strathmore
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Strathmore, AB
- Internship
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TC
Cost Control Analyst
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Sudbury, ON · Greater Sudbury, ON
- Full-time
Experience with Jonas ERP or similar construction/project-based systems preferred.
Added 28 mins ago
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Temporary Fashion Associate - Spruce Grove
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Spruce Grove, AB
- Part-time
Proficient in POS, ERP, ATS systems and Microsoft Office Suite.
Added 28 mins ago
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Staff Control Systems Architect - Photonic Quantum Computing
Xanadu
Toronto, ON
- Full-time
software layers that drive them. We are looking for a Staff Control Systems Architect to own that
Added 28 mins ago
IC
Business Specialist
IT Connex
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…planning, design, development, and support of efficient business systems within core organizational functions and business processes. This includes gathering and analyzing data in support…
Added 28 mins ago
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Senior Integrated Producer
Akcelo
Vancouver, BC
- Contract
Experience implementing or improving production workflows, systems and tools
Added 28 mins ago
MG
Truck & Transport Mechanic
Municipal Group of Companies
Lower Sackville, NS
- Full-time
…formalized training, certification, and career development systems. We are currently seeking a Truck and Transport Mechanic, based out of Lower Sackville, to join our…
Added 28 mins ago
KC
Junior Analyst, Investment Management (Coop)
KV Capital
AB · Edmonton, AB
- Internship
Conduct due diligence searches as required, ensuring accurate tracking within loan administration systems.
Added 28 mins ago
JE
Welder - Mississauga (2026-9609)
Johnston Equipment
Mississauga, ON
- Full-time
We are a solutions-driven, customer-focused provider of material handling, storage, and automated systems solutions and we take pride in knowing that your actions boost our customers’…
Added 28 mins ago
GE
12 Month Contract E-Commerce Digital Coordinator
Gerrie Electric Wholesale Ltd.
Burlington, ON
- Full-time
…along with inventory and order management. Familiar with PIM systems and product data management, ensuring accurate and consistent product information across…
Added 28 mins ago
WI
Senior Mechanical Engineer (Plant Design)
WSP in Canada
Mississauga, ON
- Full-time
As a Senior Mechanical Engineer within our Mine Process & Mine Infrastructure group, you will shape the systems and infrastructure that power Canada’s most complex industrial and mining…
Added 28 mins ago
BC
Electrical and Control Technical Specialist
BBA Consultants
Thunder Bay, ON
- Full-time
Over 8 years of experience in process control, automation, instrumentation and/or electrical systems in industrial or mining environments
Added 28 mins ago
S
Administration & Systems Clerk
Sobeys
Brantford, ON
- Full-time
Added 43 mins ago
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Senior Integrated Producer
Akcelo
Vancouver, BC
- Temporary
Experience implementing or improving production workflows, systems and tools
Added 57 mins ago
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Cook | Part-Time | Hotel Victoria
Silver Hotel Group
Toronto, ON
- Part-time
…Street, just steps away from the Subway and Ground Transit Systems. The historically modern guestrooms feature new beds with pillow top mattresses, hardwood floors, LCD TVs, and…
Added 57 mins ago
WI
Civil Engineer-in-Training
WSP in Canada
Kamloops, BC
- Full-time
…infrastructure projects including roadways, water distribution systems, sanitary sewers, stormwater management facilities, and land development projects. This role offers a balance of…
Added 57 mins ago
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Senior Vendor Technology Program Manager
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Markham, ON
- $174,400 to $261,600 USD / year
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…collaborative role you will engage with architects, design and systems engineers, component quality and reliability engineers, procurement, program and operations leaders, and external…
Added 57 mins ago
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Stage coopératif - Hiver 2027: Développeur BI (4 mois)
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Saguenay, QC
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Added 57 mins ago
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Project Manager
WSP in Canada
Medicine Hat, AB
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Manage the planning, design, and execution of water, wastewater, stormwater, and roadway systems from concept through construction.
Added 57 mins ago
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Mechanical Design Technician
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Cornwall, ON
- Full-time
· Modify and validate Engineering BOMs in PDM systems
Added 57 mins ago
NS
2627-198 - Faculty, Social Services - Ivany Campus
Nova Scotia Community College - NSCC
Dartmouth, NS
- Full-time
…learning practices and technologies such as Learning Management Systems (e.g., Brightspace) and classroom…
Added 57 mins ago
DR
Sales & Customer Service Support
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Toronto, ON
- Full-time
…inquiries with confidence and professionalism, using company systems efficiently to prepare accurate quotes, confirm ETAs, and process payments without unnecessary delay. It calls for…
Added 57 mins ago
GH
Recruitment Specialist
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- Full-time
…talent pipelines, posting job ads, updating applicant tracking systems, and preparing recruitment reports. The role also involves supporting onboarding and training coordination,…

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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