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Added 14 mins ago
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Office Administrator (Rosedale Family Office)
Wellington-Altus
Toronto, ON
- Full-time
…Office Administrator will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor teams…
Added 14 mins ago
HO
Pay and Benefits Advisor
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
The House of Commons’ Human Resources Services is currently looking to staff the Pay and Benefits Advisor position.
Added 14 mins ago
RB
Client Advisor
Royal Bank of Canada
Swan River, MB
- Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 14 mins ago
RB
Will and Estate Advisor
Royal Bank of Canada
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 14 mins ago
RB
Client Advisor
Royal Bank of Canada
Guelph, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 14 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 14 mins ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 28 mins ago
MR
Senior Solutions Engineer
Metrics Recruitment
Vancouver, BC · Greater Vancouver, BC
- $115,000 to $140,000 CAD / year
- Full-time
Our client is a Vancouver-headquartered enterprise software company that sits at the intersection of banking and business software. Their platform lets major banks offer treasury and…
Added 28 mins ago
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Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…business challenges into working solutions. You will be the senior advisor clients rely on through delivery. You will help Sales scope service engagements, so projects start on solid…
Added 28 mins ago
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Platform Facilitator and Technology Specialist
Worldsource Wealth Management
Markham, ON
- $80,000 to $90,000 CAD / year
- Full-time
The Platform Facilitator and Technology Specialist plays a key role in supporting advisor growth, onboarding, and adoption of technology across existing and prospective Worldsource…
Added 28 mins ago
ID
Sr. Client Partner
Intellect Design Arena Ltd
Toronto, ON
- $140,000 to $180,000 CAD / year
- Full-time
Client Partners play a pivotal role in our global growth strategy. In this role, you will own the overall executive relationship, account strategy, and rapid business expansion for a select…
Added 28 mins ago
HO
Pay and Benefits Advisor
House of Commons of Canada Chambre des communes du Canada
Ottawa, ON
- $69,900 to $88,445 CAD / year
- Full-time
The House of Commons’ Human Resources Services is currently looking to staff the Pay and Benefits Advisor position.
Added 28 mins ago
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Contract Advisor
Adecco
Calgary, AB
- $60 to $77 CAD / hour
- Full-time
Adecco is currently recruiting for a Contracts Advisor on behalf of a leading Oil & Gas client in Calgary, AB. This is a 12-month contract opportunity with potential for extension.
Added 29 mins ago
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Senior Associate
RBC
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 29 mins ago
R
Associate
RBC
Brossard, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 29 mins ago
R
Banking Advisor
RBC
Hillsburg, MB
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 29 mins ago
R
Will and Estate Advisor
RBC
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 29 mins ago
R
Client Advisor
RBC
Swan River, MB
- Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 29 mins ago
R
Senior Associate
RBC
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 29 mins ago
R
Administrative Assistant
RBC
Toronto, ON
- Full-time
…ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient…
Added 29 mins ago
Enterprise Customer Success Manager
Trolley
Halifax, NS
As we continue to grow, we're looking for a customer-focused technical expert who is passionate about building strong client relationships, solving complex challenges, and helping customers…
Added 29 mins ago
Enterprise Customer Success Manager
Trolley
Montreal, QC
As we continue to grow, we're looking for a customer-focused technical expert who is passionate about building strong client relationships, solving complex challenges, and helping customers…
Added 29 mins ago
A
Représentant (e) du service à la clientèle / Representative Client Service
ADP
Montreal, QC
- Full-time
…est de dépasser les attentes dans chaque interaction avec le client, en surclassant ses attentes et en améliorant constamment son expérience. Toutefois, chaque journée variera selon les…
Added 29 mins ago
EH
Business Development Account Manager (AM) FT
Edgewood Health Network Inc
Toronto, ON
- $80,000 to $95,000 CAD / year
- Full-time
…trusted and long-term partnerships. This role is accountable for client satisfaction, revenue growth, retention and portfolio profitability, and serves as a key link between EHN Canada, our…
Added 44 mins ago
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Director of Customer Success
LumiQ
Toronto, ON
- Full-time
…the CSM's role from "data gatherer" to "strategic business…

Desjardins

Client Financial Services Agent

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Temporary 18 month position.

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 one evening per week

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)

CAISSE CENTRE-NORD DE MONTRÉAL (30166 / Conv_Col_00080) (2020-01-20 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-22

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. Additionally, you will assist advisors with business development, manage client requests, and help maintain strong business relationships.

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 required.

Skills

Customer service
Financial services
Business development
Investment advice
Financing
Protection products
Communication
Interpersonal savvy
Sales
Problem solving
Research
Relationship management
Time management
Adaptability

Benefits

Competitive salary
Annual bonus
4 weeks of 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
Client Relations
Financial Advisor Support

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