Find work in Canada.

322,038 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 14 mins ago
Guest Service Agent
Northland Properties
Regina, SK
First impressions count, right? We think so too! The Guest Service Agent is the face of our hotels. You're a people-pleaser who loves to go above and beyond to exceed the needs of our…
Added 14 mins ago
Operations Team Lead
Circle of Care, Sinai Health
Toronto, ON
Act as a change agent to positively encourage, inspire, coach and develop team members.
Added 15 mins ago
MP
Commissioning and Technical Manager
Master Pools Alta Ltd.
AB · Edmonton, AB
- Full-time
Added 15 mins ago
CA
Leasing Agent
Centurion Asset Management Inc.
Calgary, AB
- Full-time
Reporting to the Property Manager, the Leasing Agent is responsible for the professional marketing and leasing of a Centurion owned and managed apartment community.
Added 28 mins ago
C
Senior Consultant, AI Safety and Guardrails Engineering
CIBC
Toronto, ON
- Full-time
…large language model applications and AI agents, including agent identity, tool access, permissions, human approval checkpoints, memory, external connectivity, execution boundaries, and…
Added 31 mins ago
LC
Category Director, Produce - No Frills (Hard Discount)
Loblaw Companies Limited
Cambridge, ON
- Full-time
An effective change agent who possesses the influencing skills needed to help the organization adopt new ways of thinking and to embrace more sophisticated business tools
Added 47 mins ago
DI
Insurance Financial Advisor
Desjardins Insurance
Barrie, ON
- Full-time
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance & Financial Services Specialist - Desjardins Agent Team Member. We…
Added 47 mins ago
C
Method Engineer
Cyient
Longueuil, QC
- Full-time
Dans le cadre de votre poste d’agent de méthode, vous serez responsable de développer les méthodes de fabrication des composants de moteur P&WC (Turbines, compresseurs, chambre à…
Added 48 mins ago
B
Service Desk Analyst
BGIS
Toronto, ON
- Full-time
…productivity and the financial impact on the entire organization. The agent is expected to work in a shift work…
Added 48 mins ago
B
Commercial Insurance Advisor - IBU Service team
BrokerLink
Saint John, NB · Oromocto, NB · Moncton, NB
- Full-time
New Brunswick General Insurance Agent Licence Level 1 is required. PLEASE NOTE: If you do not already hold a New Brunswick General insurance license, you must be prepared to study for and…
Added 1 hour ago
W
Content Development Specialist
Wellington-Altus
Winnipeg, MB · Toronto, ON · AB · Calgary, AB
- Full-time
Act as a change agent partnering on organizational projects with a focused-on advisor experience.
Added 1 hour ago
B
Manager, Customer Contact Optimization Analytics and Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
…experience and drive revenue growth. In this role you will be change agent and responsible for delivering insights on omni-channel marketing programs to drive incremental…
Added 1 hour ago
A
Senior Software Engineer
AltaML
Toronto, ON
- $130,000 to $150,000 CAD / year
- Full-time
…adoption elsewhere - moving the AltaForge Clients and Same-Agent-Across-Clients north…
Added 1 hour ago
TI
Lead Equipment Operator
The Inland Group of Companies
Ottawa, ON
- Full-time
…before operation: focusing on lights, spray bar, emulsifying agent, chassis, pick-up head, debris tank, dumping controls, axial separators, valve positions, vehicle and auxiliary engines,…
Added 1 hour ago
B
Senior Artificial Intelligence Developer
Bevertec
Toronto, ON
- Contract
Demonstrated experience designing, developing and integrating AI-enabled applications, including Large Language Models (LLMs), AI agents, agent-based workflows, document processing solutions
Added 1 hour ago
CS
AI Security Technical Program Manager
CONFLUX SYSTEMS
Toronto, ON
- $50 to $55 CAD / hour
- Contract
· Coordinate research and engineering initiatives involving AI red teaming, autonomous penetration testing, agent security, and AI-native security tooling.
Added 1 hour ago
Applied AI Engineer
ContactMonkey
Toronto, ON
Added 1 hour ago
D
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 1 hour ago
OA
AI Integration Engineer
Outlier AI
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We are comfortable implementing persistent state and session tracking using MEMORY.md to monitor agent progress.
Added 1 hour ago
OA
AI Workflow Engineer
Outlier AI
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We understand how to implement persistent state and session tracking using MEMORY.md to monitor agent progress.
Added 1 hour ago
OA
AI Tools Engineer
Outlier AI
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We understand how to implement persistent state and session tracking to monitor agent progress.
Added 1 hour ago
IS
AI Tester
Iris Software Inc.
Toronto, ON · Greater Toronto Area, Canada
- Contract
Agentic AI Framework, swarm testing, Agent orchestration – Claude/Devin
Added 1 hour ago
KC
Tax Specialist, US Corporate Tax
KPMG Canada
Toronto, ON
- $80,613 to $106,000 CAD / year
- Full-time
Is in process of obtaining a US CPA designation, Enrolled Agent or US Masters of Tax.
Added 1 hour ago
GN
Senior Contact Centre Agent
Groupe Nordik
Gatineau, QC
- Full-time
Added 2 hours ago
IF
Student - Data Science, Modeling and AI
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Develop a precise and well-defined solution that addresses a business problem using innovation, automation, and artificial intelligence (AI) tools, including agent design.

Desjardins

Client Financial Services Agent

Saint-Boniface, QC, Canada
Caisse Desjardins de Saint-Boniface, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 22, 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
Available to work Monday to Friday including one evening

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

2026-10-21

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 maintaining business relationships. Additionally, you will assist advisors with administrative tasks, handle client requests, and actively participate in business development initiatives.

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 also required.

Skills

Customer service
Business development
Investment advice
Financing
Protection products
Interpersonal communication
Sales
Research
Problem solving
Relationship management
Time management
Adaptability
Action oriented
Customer focus

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
Mutual Fund Representative
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Sales
Relationship Management
Client Relations
Financial Advisor Support

Report this job