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Added 2 mins ago
TG
Human Resources Advisor
The Gathering Place
St. John's, NL
- Full-time
We are seeking an experienced Human Resources Advisor to support and enhance the organization's people and workplace practices. This role serves as a trusted resource to leaders and…
Added 17 mins ago
QH
Human Resources Consultant
Quinte Health
Belleville, ON
- Full-time
…Director of Human Resources, this role serves as a trusted advisor to leaders, employees and union representatives, providing expert guidance on complex employee and labour relations…
Added 17 mins 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 17 mins ago
RJ
Senior Trust Advisor
Raymond James
Victoria, BC · Vancouver, BC
- Full-time
Working as a member of our Estate & Trust Solutions Team the Senior Trust Advisor (STA) will report to the regional AVP, Estate & Trust Solutions. The successful candidate will be engaged…
Added 45 mins ago
NR
Manager Strategic Communications
Niagara Region
Thorold, ON
- $121,700 to $143,170 CAD / year
- Full-time
Strategic Department Partnership and Executive Advisor: Provides strategic communications leadership and serves as the primary communications partner to Commissioners, Directors and…
Added 1 hour ago
M
Business Development Advisor - Southern Alberta - Calgary
Mitacs
Calgary, AB
- Full-time
- Temporary
Business Development Advisor - Southern Alberta - Calgary
Added 1 hour ago
IF
Internal Wholesaler
iA Financial Group
Vancouver, BC
- Full-time
Producing fund comparisons and analyses using Morningstar Advisor Workstation and YCharts.
Added 1 hour ago
IF
Accounting Advisor
iA Financial Group
Quebec, QC
- Full-time
…feel confident and secure about their future? As an Accounting Advisor, you will play a key role in preparing financial management information, providing accounting support to various…
Added 1 hour ago
IF
Senior Compliance Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Compliance Advisor, you will play a key role in the development and evolution of the compliance programs for iA Auto and Home Insurance and Prysm General Insurance. Working…
Added 1 hour ago
IF
Internal Wholesaler
iA Financial Group
Toronto, ON
- Full-time
…generate sales, develop new business opportunities and support advisor…
Added 1 hour ago
IF
Senior Advisor, Promotion
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Advisor, Promotion, you will play a key role in the commercialization of our insurance and savings solutions. You will help develop compelling marketing strategies, innovative…
Added 1 hour 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 1 hour ago
IF
Business Improvement Advisor
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- $66,862 to $115,371 CAD / year
- Full-time
As a Business Improvement Advisor, you will play a key role in supporting Investia’s business objectives. You will explore, develop, and help implement initiatives involving artificial…
Added 1 hour ago
IF
Intern – Associate, Investment Products and Platforms
iA Financial Group
Toronto, ON
- $23.5 to $29.5 CAD / hour
- Full-time
Provide operational and analytical support, including managing the IPP inbox, supporting advisor requests, and contributing to UMA projects by identifying efficiency opportunities,…
Added 1 hour ago
IF
Investigation Advisor - Group Insurance
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…confident and secure about their future? As an Investigation Advisor, Group Insurance, you will play a key role in protecting the integrity of our insurance…
Added 1 hour ago
IF
Strategic Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…recommendations that shape organizational direction? As a Strategic Advisor, you will analyze the business environment, develop future scenarios, and formulate recommendations to support…
Added 1 hour ago
IF
Senior Corporate Actuarial Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Senior Corporate Actuarial Advisor, Property and Casualty Insurance
Added 1 hour ago
IF
Senior Project Manager, FinOps & Cloud Foundations
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Has an advanced level of proficiency in both French and English, as the incumbent will act as an advisor to various stakeholders located across Canada. In this role, they will be required…
Added 1 hour ago
IF
Sales Associate
iA Financial Group
Toronto, ON
- Full-time
Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
Added 1 hour ago
IF
Senior Advisor, IT Disaster Recovery and Resilience
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Advisor, IT Disaster Recovery and Resilience, you will act as the owner of the IT recovery framework and as an influential leader of the corporate technology recovery program.…
Added 1 hour 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 1 hour ago
IF
Senior Risk Management Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…and secure about their future? As a Senior Risk Management Advisor, you will play a key role in supporting the Individual Insurance, Savings and Retirement business sector by promoting…
Added 1 hour 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.
Added 1 hour ago
IF
Financial Performance Advisor – 12-Month Temporary Position
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…confident and secure about their future? As a Financial Performance Advisor (FP&A), you will play a key role in general expense reporting and forecasting, actively contributing to the…
Added 1 hour ago
IF
Inside Sales Specialist
iA Financial Group
Toronto, ON
- 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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