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Added 5 mins ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
Added 6 mins ago
IW
Chief Estimator
IS2 Workforce Solutions
London, ON
- Full-time
Serve as a senior representative with clients, consultants, developers, subcontractors, and trade partners throughout the preconstruction process.
Added 9 mins ago
F
Webber - Seasonal Equipment Operator (Live-in) - Brock - Infrastructure Management
Ferrovial
Woodbridge, ON · CAN - Webber - Infra - Woodbridge
- Full-time
…Terminal One at JFK International Airport. Ferrovial shares trade under the ticker symbol FER on two stock markets: Nasdaq in the U.S. (Nasdaq100 Index) and the Spanish Stock Exchanges…
Added 9 mins ago
F
Webber - Seasonal Loader Equipment Operator - Brock - Infrastructure Management
Ferrovial
Woodbridge, ON · CAN - Webber - Infra - Woodbridge
- Full-time
…Terminal One at JFK International Airport. Ferrovial shares trade under the ticker symbol FER on two stock markets: Nasdaq in the U.S. (Nasdaq100 Index) and the Spanish Stock Exchanges…
Added 9 mins ago
F
Webber - Seasonal Equipment Operator - Brock - Infrastructure Management
Ferrovial
Woodbridge, ON · CAN - Webber - Infra - Woodbridge
- Full-time
…Terminal One at JFK International Airport. Ferrovial shares trade under the ticker symbol FER on two stock markets: Nasdaq in the U.S. (Nasdaq100 Index) and the Spanish Stock Exchanges…
Added 23 mins ago
Manager, Export Liner / Gestionnaire, commerce service maritime d'exportation
MSC Mediterranean Shipping Company SA
Montreal, QC
The role serves as the primary commercial representative for the assigned trade(s), building and maintaining strong relationships with principals, customers, industry partners, and internal…
Added 23 mins ago
MS
Manager, Export Liner
MEDITERRANEAN SHIP.INC.
Mississauga, ON
- $75,000 to $84,000 CAD / year
- Full-time
The role serves as the primary commercial representative for the assigned trade(s), building and maintaining strong relationships with principals, customers, industry partners, and internal…
Added 23 mins ago
MS
Manager, Export Liner
MEDITERRANEAN SHIP.INC.
Montreal, QC
- Full-time
The role serves as the primary commercial representative for the assigned trade(s), building and maintaining strong relationships with principals, customers, industry partners, and internal…
Added 23 mins ago
D
Wealth Management Advisor
Desjardins
Sainte-Thérèse, QC · Caisse Desjardins Thérèse-De Blainville
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 23 mins ago
D
Client Relationship Manager, Group Retirement Savings
Desjardins
Calgary, AB · Vancouver, BC · Toronto, ON · Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
Added 23 mins ago
B
Regional Supervision Officer, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Review and approve new accounts, account updates, trade activity, and other regulatory submissions in accordance with firm policies and industry requirements.
Added 23 mins ago
P
Licensed Diesel Truck Technician/Mechanic I
Penske
Edmonton, AB
- Full-time
Proficiency in the use of all tools of trade (including welding equipment, diagnostic equipment, hand and power tools) required
Added 37 mins ago
OC
Adult English as a Second Language (ESL) Instructor
Ottawa Catholic School Board
Ottawa, ON
- Full-time
Ability to interact occasionally at a professional level as a representative of the Continuing Education department with other departments and various administrative staff, if required
Added 1 hour ago
MM
Manager, Export Trade
MSC Mediterranean Shipping Company
Montreal, QC
- Full-time
The role serves as the primary commercial representative for the assigned trade(s), building and maintaining strong relationships with principals, customers, industry partners, and internal…
Added 1 hour ago
MM
Manager, Export Trade
MSC Mediterranean Shipping Company
Mississauga, ON
- $75,000 to $84,000 CAD / year
- Full-time
The role serves as the primary commercial representative for the assigned trade(s), building and maintaining strong relationships with principals, customers, industry partners, and internal…
Added 1 hour ago
D
Assistant Manager - Market Development
Desjardins
L'Île-Perrot, QC · Caisse Desjardins de Vaudreuil-Soulanges
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
D
Financial services Agent, Clientele
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
MC
#2026-091 |Community Outreach Worker - Sage House
Mount Carmel Clinic
Winnipeg, MB
- Full-time
…responsiveness to Indigenous people by promoting a workforce that is representative of the participants and communities we serve. We encourage applications from Indigenous persons, those…
Added 1 hour ago
IM
Principal, Client Portfolio Strategy and Governance
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
- Full-time
…communication of portfolio implications, recommendations and…
Added 2 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 3 hours ago
X
Digital Sales Engineer / Market Development Manager-Automation-Flygt
Xylem
Montreal, QC
- Full-time
Participate in trade shows, industry events, and networking activities to stay informed of emerging technologies and market trends.
Added 3 hours ago
IA
Maintenance Mechanic
IMP Aerospace & Defence
Halifax, NS
- Full-time
Provides on-job-training to other personnel in the maintenance mechanic trade.
Added 3 hours ago
IA
Maintenance Supervisor
IMP Aerospace & Defence
Halifax, NS
- Contract
Past Journeyman qualified in a trade with a good understanding of related trades would be considered an asset.
Added 3 hours ago
IA
Power Engineer
IMP Aerospace & Defence
Halifax, NS
- Full-time
Provides on-job-training to other personnel in the power engineering trade.
Added 3 hours ago
V
Sales Representative
Viega
Field, BC
- Other
…Job Description SummaryThe Sales Representative- Greater Sudbury Area is responsible for providing sales coverage to an assigned sub-region…

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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