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Added 5 mins ago
A
Management Consultant - Retail
Accenture
Toronto, ON
- Full-time
…communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate, and deliver value provides an unparalleled opportunity to grow…
Added 8 mins ago
SL
Resource Team Leader
Sun Life
AB
- Full-time
…Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and…
Added 8 mins ago
D
Advisor, Securities
Desjardins
Rivière-du-Loup, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 10 mins ago
ML
Associate Lawyer - Corporate Commercial
McKercher LLP Family Law Sask
Regina, SK
- Full-time
Associates at McKercher LLP are a significant and valued part of our team. We offer services in all areas of corporate and commercial law and are looking to welcome an additional skilled…
Added 10 mins ago
FI
Artificial Intelligence Engineer
Flexstaf I.T. Inc.
Canada
- Contract
Act as a trusted technical advisor to client stakeholders.
Added 10 mins ago
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Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…through go-live, serving as their trusted senior technical advisor at every stage, while helping raise the bar for the Professional Services…
Added 26 mins ago
B
SENIOR BUSINESS ADVISOR, OPERATIONS - Montreal and North Shore
BDC
Saint-Jean-sur-Richelieu, QC · St-Jean-sur-Richelieu
- Full-time
The Senior Business Advisor, Operations, delivers both standard and customized consulting projects within the Operations department. This position focuses on providing professional,…
Added 42 mins ago
DI
Insurance Financial Advisor
Desjardins Insurance
Barrie, ON
- Full-time
…join their winning team for the role of Insurance & Financial Services Specialist - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow…
Added 42 mins ago
G
Contract Account Manager
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
Manage an assigned book of business including scheduling and leading client meetings, negotiation of renewals, presentation of the annual benefit plan reviews, promotion of GreenShield…
Added 42 mins ago
MR
Lead Electrical Engineer/Partner
Meridia Recruitment Solutions, a KBRS Company
Bedford, NS
- Full-time
Strong client-facing and relationship-building skills, with the ability to serve as a trusted technical advisor, communicate effectively with clients and stakeholders, understand their…
Added 42 mins ago
Director & Head, Global GTB Sales Execution and Business Management - Toronto
Scotiabank
Toronto, ON
As a senior advisor to the Global Head of GTB Sales, the Director provides the insight, constructive challenge, and execution leadership required to accelerate revenue, deposit, fee,…
Added 58 mins 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 58 mins ago
Network Engineer
Capgemini
Toronto, ON · Mississauga, ON
At Capgemini Engineering, the world leader in engineering services, we bring together a global team of engineers, scientists, and architects to help the world’s most innovative companies…
Added 58 mins ago
E
VP, Creator Marketing (Health & Financial Services)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
Collaborate closely with Health, Financial Services, Strategy, Creative, Earned, Social, Digital, Media and other integrated teams to develop holistic client solutions.
Added 58 mins ago
E
VP, Creator Marketing (CPG/Food & Beverage)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
…behavior, and build brand relevance. You will combine strategic client leadership, deep creator expertise, cultural fluency, and commercial acumen to develop programs that earn attention…
Added 1 hour ago
KC
Tax Specialist, US Corporate Tax
KPMG Canada
Toronto, ON
- $80,613 to $106,000 CAD / year
- Full-time
…build their personal brand as a significant trusted business advisor in our…
Added 1 hour ago
RJ
Senior Trust Advisor
Raymond James
Victoria, BC · Vancouver, BC
- Full-time
…investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust and…
Added 1 hour ago
CB
Account Manager (Inside Sales)
Canadian Bearings
Mississauga, ON
- Full-time
We flawlessly deliver products and services that enable greater safety, reliability, efficiency, and sustainability to industrial operations worldwide. We care, collectively and…
Added 2 hours ago
IF
Internal Wholesaler
iA Financial Group
Vancouver, BC
- Full-time
Maintaining and organizing information related to products, policies, and procedures to provide high-quality client support.
Added 2 hours ago
IF
Internal Wholesaler
iA Financial Group
Toronto, ON
- Full-time
…generate sales, develop new business opportunities and support advisor…
Added 2 hours ago
IF
Senior Advisor, Promotion
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…that drive business results? Are you motivated by putting the client…
Added 2 hours ago
IF
Legal Counsel- Transversal Affair- Employment
iA Financial Group
Toronto, ON
- Full-time
…Transversal Affairs - Employment, you’ll serve as a trusted advisor and be at the core of our mission. Here are the main…
Added 2 hours ago
IF
Sales Associate
iA Financial Group
Toronto, ON
- Full-time
Has strong knowledge of investment products, financial services distribution, and the independent advisor or MGA environment.
Added 2 hours ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
…strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the services we deliver. You will help ensure effective supervision, sound…
Added 2 hours ago
IF
Inside sales specialist
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.

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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