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Added 13 mins ago
TM
Senior Credit Representative
thyssenkrupp Materials NA
Windsor, ON
- Full-time
Review credit applications, financial statements, trade references, and credit bureau reports.
Added 26 mins ago
TT
Senior Procurement Specialist (13766)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
Conduct procurements in alignment with public sector legislation, trade agreements (CFTA, CETA), internal policies, and industry best practices.
Added 26 mins ago
AT
Business Development Representative
Aeroex Technologies Inc.
Barrie, ON
- Full-time
…across North America. We’re looking for a Business Development Representative who is comfortable starting conversations, asking good questions, and turning prospect interest into qualified…
Added 28 mins ago
R
Associate Advisor
RBC
Laval, QC
- Full-time
Added 43 mins ago
L
Customer Service Representative, Casual
LCBO
Windsor, ON
- Part-time
As a Customer Service Representative, your role will include:
Added 54 mins ago
BC
Student Recruitment Specialist
British Columbia Institute of Technology
Burnaby, BC
- $62,669 to $68,082 CAD / year
- Contract
Researches and identifies additional outreach opportunities such as presenting to companies, and attending industry trade shows.
Added 1 hour ago
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Associate Advisor
RBC
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- Full-time
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mont-Tremblant, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
RD
Associate Advisor- EN
RBC Dominion Securities
Sherbrooke, QC
- Full-time
Added 1 hour ago
RD
Associate Advisor- EN
RBC Dominion Securities
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PF
SALES AND EDUCATION MANAGER - ENCAN
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Canada - Networks
- Full-time
Ensure that the sales objectives of the team previously set by management are met and in compliance with PFDC trade policies.
Added 2 hours ago
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Truck and Coach Shop Technician
Wajax
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- Full-time
Education: Trade certification, Journeyman Red Seal and/or currently registered in a related Provincial Apprenticeship program.
Added 2 hours ago
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Heavy Equipment Technician - Field
Wajax
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- Full-time
Education: Trade certification, Journeyman Red Seal and/or currently registered in a related Provincial Apprenticeship program.
Added 2 hours ago
HB
Part Time Key Holder - HUGO Outlet, Cross Iron
HUGO BOSS Canada, Inc.
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- Part-time
- Other
Continuously develop a personal trade through proactive sales techniques, client book use, and active client tracking and profiling.
Added 2 hours ago
HB
Full Time Key Holder - BOSS Store, Fairview
HUGO BOSS Canada, Inc.
Toronto, ON
- Full-time
- Other
Continuously develop a personal trade through proactive sales techniques, client book use, and active client tracking and profiling.
Added 2 hours ago
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Rental Sales Representative - B2B / Outside Sales
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Winnipeg, MB
- Full-time
The Rental Sales Representative is responsible for business development through the marketing of our rental product lines and will grow our existing customer base through direct sales. You…
Added 2 hours ago
MN
Legal Counsel, Canada
March Networks
Surrey, BC
- Full-time
master purchase, distribution, reseller, sales representative and system integrator agreements
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Sales & Education Manager
Pierre Fabre Laboratories
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Ensure that the sales objectives of the team previously set by management are met and in compliance with PFDC trade policies.
Added 2 hours ago
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B2B Field Sales / Outside Sales Rep
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Toronto, ON
- $45,000 to $150,000 CAD / year
- Full-time
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Added 2 hours ago
M
Engineering Manager
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- Full-time
Ability to communicate technical concepts, trade-offs, and delivery status effectively to both technical and non-technical audiences.
Added 2 hours ago
MN
Legal Counsel, Canada
March Networks
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master purchase, distribution, reseller, sales representative and system integrator agreements
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MN
Legal Counsel, Canada
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Surrey, BC
- Full-time
master purchase, distribution, reseller, sales representative and system integrator agreements
Added 2 hours ago
RI
B2B Field Sales / Outside Sales Rep
RYSE Inc
Remote, Canada
- Full-time
- Remote
Build your territory pipeline from scratch through in-person prospecting, cold visits, outbound outreach, referrals, local networking, trade events, and follow-up
Added 3 hours ago
MN
Legal Counsel, Canada
March Networks
Ottawa, ON
- Full-time
master purchase, distribution, reseller, sales representative and system integrator agreements
Added 3 hours ago
M
Senior Integration Architect
Manulife
Toronto, ON
- Full-time
…mentoring, and communicate complex integration choices and trade-offs clearly to technical and non-technical…

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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