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Added 12 mins ago
RB
Principal AI Engineer, Agentic Models and Data Platforms
Royal Bank of Canada
Calgary, AB
- Full-time
Design and build backend services and APIs that expose data products, agent capabilities, and AI workflows as reliable, secure services.
Added 25 mins ago
H
AI Solutions Architect
Hays
Toronto, ON
- Contract
Our client is a leading financial services organization undergoing significant digital transformation initiatives across enterprise data, AI, banking integration, risk, finance, treasury,…
Added 56 mins ago
MA
Mortgage Underwriter
Mortgage Associates Ontario
Vaughan, ON
- Full-time
· • Mortgage Agent Level 2 License (required)
Added 57 mins ago
Market Lead, Indigenous Wealth Solutions, Scotiatrust - Western Canada
Scotiabank
AB · Calgary, AB
Providing direction, guidance, and coaching to Trust Officers and Associates who manage Indigenous trust accounts, ensuring the delivery of high-quality services to meet client needs;
Added 1 hour ago
K
Tax Specialist, US Corporate Tax
KPMG
ON · Toronto, Ontario
- Full-time
Minimum 2 years’ experience in US Corporate Tax compliance services in a public accounting firm, including preparation of US federal and state income tax returns for partnerships, US and…
Added 2 hours ago
GT
Scrum Master
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $70 to $85 CAD / hour
- Contract
This client is one of North America's largest financial institutions - the sixth-largest bank on the continent by branches - serving approximately 22 million customers across Canada, the…
Added 2 hours ago
R
Principal AI Engineer, Agentic Models and Data Platforms
RBC
Calgary, AB
- Full-time
Design and build backend services and APIs that expose data products, agent capabilities, and AI workflows as reliable, secure services.
Added 2 hours ago
QR
Superviseur /Salles de montre (quincaillerie et surfaces) /Showroom Supervisor (Hardware & Surface)
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Montreal, QC
- Full-time
…salle de montre de l'entreprise afin d'offrir une expérience client…
Added 3 hours ago
PN
Real Estate Agent
Place Network Agents
Mississauga, ON
- $150,000 to $250,000 CAD / year
- Contract
…potential - greater production, increased confidence, enhanced financial freedom, and more time dedicated to the activities that truly expand your…
Added 3 hours ago
R
Principal AI Engineer, Agentic Models and Data Platforms
RBC
Calgary, AB
- Full-time
Design and build backend services and APIs that expose data products, agent capabilities, and AI workflows as reliable, secure services.
Added 3 hours ago
C
Leasing Manager
CBRE
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Implement complex real estate plans with an understanding of the client's strategic real estate goals. Assist with project initiation and scope definition, prioritization of assignments,…
Added 3 hours ago
US Corporate Tax - Calgary - Senior Manager
EY
AB · Calgary, AB
Serving as a key point of contact, reviewing client deliverables, driving delivery of services to meet deadlines, managing engagement quality and economics, and developing internal team…
Added 4 hours ago
NF
Retention Advisor
Neilson Financial Services
Toronto, ON
- Full-time
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.
Added 4 hours ago
B
Service Desk Analyst
BGIS
Toronto, ON
- Full-time
…as required to ensure prompt and efficient resolution of the client’s issues, balancing between minimizing the impact on our client’s productivity and the financial impact on the entire…
Added 4 hours ago
NF
Retention Advisor
Neilson Financial Services
Toronto, ON
- Full-time
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.
Added 5 hours ago
Senior Forward-Deployed AI Engineer 1
Bell
Toronto, ON
At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content – we advance how Canadians connect with each other and the…
Added 5 hours ago
E
US Corporate Tax - Calgary - Senior Manager
EY
Calgary, AB
- Full-time
Serving as a key point of contact, reviewing client deliverables, driving delivery of services to meet deadlines, managing engagement quality and economics, and developing internal team…
Added 5 hours ago
FM
Mortgage Agent
FIN Mortgage
Toronto, ON · Scarborough, ON
- Full-time
Role Description The Mortgage Agent role at FIN Mortgage is a full-time hybrid position based in Scarborough, ON, with flexibility for some work-from-home days. In this role, the Mortgage…
Added 5 hours ago
D
Advisory Agent, Member and Client Experience
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Part-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 6 hours ago
D
Advisory Agent Member and Client Experience
Desjardins
Lavaltrie, QC · Berthierville, QC
- Part-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 7 hours 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 7 hours ago
B
Service Desk Analyst
BGIS
Toronto, ON
- Full-time
…as required to ensure prompt and efficient resolution of the client’s issues, balancing between minimizing the impact on our client’s productivity and the financial impact on the entire…
Added 8 hours ago
W
Content Development Specialist
Wellington-Altus
Winnipeg, MB · Toronto, ON · AB · Calgary, AB
- Full-time
A bachelor’s degree in finance or related field, or equivalent 2+ years of work experience in a financial services setting.
Added 8 hours 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 8 hours ago
KC
Tax Specialist, US Corporate Tax
KPMG Canada
Toronto, ON
- $80,613 to $106,000 CAD / year
- Full-time
Minimum 2 years’ experience in US Corporate Tax compliance services in a public accounting firm, including preparation of US federal and state income tax returns for partnerships, US and…

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

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