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Conseiller(ère) stratégique senior - Projets TI
Onepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
Added 1 min ago
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Auto Insurance Advisor
HUB International
Lockport, MB
- Full-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 1 min ago
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Conseiller(ère) stratégique senior - Projets TI
Wepoint
Montreal, QC
- Full-time
Career development: training and certifications, online or in-person learning, Wepoint Academy, etc.;
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Recruiter - 12 month contract
THE EMPIRE LIFE INS. CO
Toronto, ON · Kingston, ON
- $79,200 to $126,500 CAD / year
- Full-time
- Contract
Participates in professional development and networking to increase understanding of key recruiting trends and digital tools within the Canadian financial landscape.
Added 1 min ago
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Human Resources Generalist
THE EMPIRE LIFE INS. CO
Toronto, ON · Kingston, ON
- $79,200 to $126,500 CAD / year
- Full-time
…relations, talent management, compensation, organizational development, and business partnering, while working alongside experienced HR professionals and business…
Added 3 mins ago
Manager, Workforce Advisory - ERP Change Management
EY
Winnipeg, MB · Toronto, ON · Montreal, QC · Quebec, QC · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
…complex SAP programs, advising senior client stakeholders, and managing project teams. You will bring deep expertise in ERP change management, organizational readiness, and SAP…
Added 3 mins ago
Senior Advisor, Strategic Transaction Advisory and Accounting & Reporting
EY
Montreal, QC
As a Senior Advisor, you will be a professional member of our Advisory Services, Financial Accounting (SCCF) team. In Canada, our specialized SCCF team consists of financial information and…
Added 17 mins ago
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Paid Services Beauty Advisor - Part Time
Sephora
St. John's, NL
- $18.5 to $23.15 CAD / hour
- Part-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 19 mins ago
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Electrical Engineer
Dillon Consulting Limited
Winnipeg, MB
- Full-time
Commit to self-development and ongoing learning and professional development
Added 19 mins ago
DC
Electrical Engineer
Dillon Consulting Limited
Toronto, ON · Hamilton, ON · London, ON · Windsor, ON
- Full-time
Commit to self-development and ongoing learning and professional development
Added 35 mins ago
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Resource Team Leader
Sun Life
AB
- Full-time
The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high performing Financial Centre Administrators. The RTL’s goal is to enable Advisors, Advisor…
Added 35 mins ago
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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 36 mins ago
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Associate Lawyer - Corporate Commercial
McKercher LLP Family Law Sask
Regina, SK
- Full-time
Are you a Corporate Commercial lawyer with experience acting as a key advisor to private corporations, large institutions, public entities, and crown corporations? Do you want to work in a…
Added 36 mins ago
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Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…business challenges into working solutions. You'll be the senior advisor clients rely on through delivery. You'll help Sales scope complex deals before they close, so projects start on…
Added 49 mins ago
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Insurance - Manager, Financial Planning & Analysis
BMO
Toronto, ON · YNG
- Full-time
Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, expense, balance sheet, capital, etc.).
Added 52 mins ago
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SENIOR BUSINESS ADVISOR, OPERATIONS - Montreal and North Shore
BDC
Saint-Jean-sur-Richelieu, QC · St-Jean-sur-Richelieu
- Full-time
Opportunities for learning, training and development, and much more...
Added 1 hour ago
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Vice President, Human Resources (Americas)
Future Electronics
Kirkland, QC
- Full-time
The Vice President, Human Resources (Americas) is the senior-most HR leader for the region, responsible for setting and executing the people strategy in alignment with global business…
Added 1 hour ago
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Service Applications Advisor
Finning
Surrey, BC · Edmonton, AB · Calgary, AB
- Full-time
We are looking for a Service Operations Advisor to join our Corporate Service Operations team in Edmonton. In this role, you will support the performance and continuous improvement of our…
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Content Development Specialist
Wellington-Altus
Winnipeg, MB · Toronto, ON · AB · Calgary, AB
- Full-time
The Content Development Specialist will optimize resources and maximize the efficiency of content development by improving existing processes or creating new processes. The Content…
Added 1 hour ago
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Financial Services Associate, Contact Centre (Full-Time, Hybrid)
Meridian Credit Union
St. Catharines, Ontario
- $60,000 to $64,000 CAD / year
- Full-time
Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
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VP, Creator Marketing (Health & Financial Services)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
Serve as a senior strategic advisor to clients, helping senior stakeholders navigate creator strategy within complex regulatory, legal, compliance and reputational environments.
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VP, Creator Marketing (CPG/Food & Beverage)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
…significant portfolio of Brand clients, lead high-performing teams, and partner closely with integrated, regional, and global stakeholders to deliver best-in-class creator solutions. You’ll…
Added 1 hour ago
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Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
ON · Ontario, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 1 hour ago
Director, Media and Issues Management
Infrastructure Ontario
Toronto, ON
Support for professional development opportunities for all colleagues through a broad range of learning programs that include in-person and online training, leadership development, and…
Added 1 hour ago
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Senior Data Engineer
Scene+
Toronto, ON
- Full-time
…members. As a unique joint venture between Cineplex, Empire, and Scotiabank, and a network of partners, we have spent almost 20 years delivering unparalleled rewards and…

Desjardins

Client Financial Services Agent

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

Full-time

Apply About employer

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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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