Find work in Canada.

324,036 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
IF
Financial Performance Advisor – 12-Month Temporary Position
iA Financial Group (Industrial Alliance)
Quebec, QC
- Temporary
Are you driven by financial performance and eager to contribute to the mission of a company that aims to help its clients feel confident and secure about their future? As a Financial…
Added 39 mins ago
S
Business Advisor - Nashwaaksis, Fredericton, NB
Scotiabank
Fredericton, NB
- Full-time
Added 39 mins ago
GO
Program Advisor (Bilingual and Non-Bilingual)
Government of Manitoba
Winnipeg, MB
- Full-time
Added 1 hour ago
CF
Policy Service Coordinator
CI Financial
Toronto, ON
- Full-time
A Policy Service Coordinator is responsible for providing administrative and operational support related to the servicing of financial insurance policies
Added 1 hour ago
A
People Organization Business Partner & Organizational Effectiveness Lead
Aon
Toronto, ON
- Full-time
Added 1 hour ago
T
Advisor, Analytics Consulting
TransUnion
Burlington, ON
- Full-time
As an Advisor, Analytics Consulting, you will serve as the primary delivery lead for client-contracted analytics consulting engagements focused on credit risk management and business…
Added 1 hour ago
Financial Advisor (Willoughby Branch)
First West
Langley (District), BC · Langley, BC
We are currently seeking a Financial Advisor to join our team.
Added 1 hour ago
T
Business Succession Advisor
TD
Vancouver, BC
- Full-time
Added 1 hour ago
T
KYC Business Insights & Enablement
TD
Toronto, ON · Markham, ON
- Full-time
Added 1 hour ago
H
Business Development Manager – Substation Services & Lifecycle Solutions
Hitachi
Montreal, QC · London, ON · AB · BC · (HE)Office_ON, Stoney Creek
- Full-time
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Kenora, ON
- Full-time
Added 1 hour ago
Client Director
Open Text Corporation
Virtual
Added 2 hours ago
A
Corporate Development Specialist
Accenture
Toronto, ON
- Full-time
…assess inorganic growth opportunities through market analysis, financial modeling, due diligence, transaction execution, and post-merger integration…
Added 2 hours ago
IW
Director Threat Intelligence
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 hours ago
IW
Director Threat Intelligence
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 hours ago
FN
Funding Arrangements Advisor -Internal Only
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
Added 2 hours ago
A
Corporate Development Specialist
Accenture
Montreal, QC
- Full-time
…assess inorganic growth opportunities through market analysis, financial modeling, due diligence, transaction execution, and post-merger integration…
Added 2 hours ago
E
Mid-Market Account Executive, Montreal/Quebec City
Elastic
Montreal, QC
- Full-time
Added 2 hours ago
Senior Finance Analyst - Energy Construction
Kiewit
Calgary, AB
…accounting and finance related functions. You’ll serve as a trusted advisor to both operations managers and executive management. The Senior Financial Analyst position requires…
Added 2 hours ago
Senior Regional Insurance Manager, Omni Channel Distribution, Ontario
Scotiabank
Hamilton, ON
Added 2 hours ago
Wealth Management - ScotiaMcLeod Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
Added 2 hours ago
IF
Member Advisor
Innovation Federal Credit Union
Gull Lake, SK
- Full-time
We’re looking for a Member Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our member service team. Candidates have…
Added 2 hours ago
IF
Business Advisor - Special Accounts
Innovation Federal Credit Union
SK · Any Advice Center /, SK
- Full-time
The Business Advisor – Special Accounts brings deep expertise in credit adjudication, risk management, complex lending, and problem account resolution to support both our members and the…
Added 2 hours ago
CC
Financial Services Advisor I
Conexus Credit Union
Tisdale, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 2 hours ago
AC
Member Services Representative (Casual) - Cartwright Branch
Assiniboine Credit Union
Riverside, MB · Cartwright, MB
- Part-time

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