Find work in Canada.

428,282 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 5 mins ago
AC
Assistant gérant
Alimentation Couche-Tard
Gatineau, QC
- Full-time
Customer Satisfaction: Provides and coaches store staff to provide excellent customer service in a courteous, friendly and attentive manner.
Added 5 mins ago
TS
Kettle Runner - Temporary
The Salvation Army in Canada
Kelowna, BC
- Part-time
…needs and live out our mission, vision and values of hope, service,…
Added 5 mins ago
AI
Project Manager
ATS Industrial Automation
Cambridge, ON
- Full-time
…1000 skilled employees around the world, we design, build and service…
Added 21 mins ago
TH
Merchandising Execution Associate Part-Time - 7170 Lethbridge
The Home Depot
Lethbridge, AB
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage
Added 21 mins ago
M
Director, Digital Storefront Performance & Insights
Manulife
Toronto, ON
- Full-time
Added 1 hour ago
BB
Senior Corporate Accounting Analyst
Bosch Building Technologies North America
Vancouver, BC
- Full-time
Added 1 hour ago
B
Representative, Client Experience (Loan Advisor)
Beautifi
Toronto, ON
- Full-time
…responsibility is to ensure that every applicant has an unparalleled customer journey from start to finish. This person is very organized, timely, and possesses exceptional attention to…
Added 1 hour ago
CC
Sales Representative - Uniform
Cintas Canada
Abbotsford, BC
- Full-time
Added 1 hour ago
OC
Senior Technical Consultant, SAP Ariba
Optis Consulting
Calgary, AB
- Full-time
Added 1 hour ago
BB
AV Technician II
Bosch Building Technologies
Toronto, ON
- $26.68 to $35.84 CAD / hour
- Full-time
Install and service cabling infrastructure and audio / visual devices; includes pre-wiring, installation, termination, testing, reporting, and labelling per specificat
Added 1 hour ago
BB
Technician II Structured Cabling
Bosch Building Technologies
Toronto, ON
- $26 to $32 CAD / hour
- Full-time
Install and service cabling infrastructure and devices for Data and Audio Visual and CCTV; includes pre-wiring, installation, termination, labeling, testing and r
Added 1 hour ago
BB
Senior Construction Manager
Bosch Building Technologies
Vancouver, BC
- $120,000 to $170,000 CAD / year
- Full-time
Added 1 hour ago
BB
Technician II Service
Bosch Building Technologies
Toronto, ON
- $27.7 to $37.89 CAD / hour
- Full-time
As a Technician II - Service with Bosh Building Technologies, you will collaboratively review, understand, analyze and implement installation blueprints and plans from Project Managers and…
Added 1 hour ago
BB
Technicien principal – Systèmes de sécurité I Senior Technician - Security
Bosch Building Technologies
Montreal, QC
- Full-time
Added 1 hour ago
BB
Sales Estimator - I
Bosch Building Technologies
Toronto, ON
- $53,300 to $76,678.68 CAD / year
- Full-time
…ensure that our customers are provided with the highest quality…
Added 1 hour ago
BB
AV Programmer I
Bosch Building Technologies
Toronto, ON
- $85,280 to $115,054.68 CAD / year
- Full-time
Added 1 hour ago
BB
Monitoring Operations Manager
Bosch Building Technologies
Ottawa, ON
- $65,000 to $75,000 CAD / year
- Full-time
Added 1 hour ago
BB
Account Executive
Bosch Building Technologies
Regina, SK
- Full-time
Responsible for generating new business and grow existing accounts in all lines of business including service and installation solutions for new and/or existing customers. Prospects and…
Added 1 hour ago
BB
Project Coordinator
Bosch Building Technologies
QC
- $45,000 to $66,000 CAD / year
- Full-time
Added 1 hour ago
BB
AV Estimator lI
Bosch Building Technologies
Toronto, ON
- $72,540 to $97,988.68 CAD / year
- Full-time
…as a key contributor to the pre-sales process by analyzing customer requirements, developing system solutions, preparing detailed cost estimates, and supporting proposal…
Added 1 hour ago
BB
VDC Associate
Bosch Building Technologies
Toronto, ON
- Full-time
Added 1 hour ago
BB
Senior Technician AV
Bosch Building Technologies
Toronto, ON
- $33.85 to $43.03 CAD / hour
- Full-time
Senior Technician AV is a primary technical resource on site. Providing leadership and oversight of installation, service, troubleshooting, commissioning, programming, rack work,…
Added 1 hour ago
BB
Account Executive
Bosch Building Technologies
Calgary, AB
- Full-time
Responsible for generating new business and grow existing accounts in all lines of business including service and installation solutions for new and/or existing customers. Prospects and…
Added 1 hour ago
BB
Senior Technician Security
Bosch Building Technologies
Ottawa, ON
- $37 to $52.25 CAD / hour
- Full-time
Added 1 hour ago
BB
Technician II - Security
Bosch Building Technologies
Fort McMurray, AB
- Full-time

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 8, 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

Understanding of financial documents used in asset management
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of operating procedures related to opening accounts, the selling of additional products and services
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards

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 have an Attestation of Collegial Studies and at least three years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Financial services
Business development
Investment advice
Financing
Communication skills
Interpersonal savvy
Sales development
Asset management
Compliance
Problem solving
Relationship management
Financial analysis
Data integration
Product knowledge

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
Asset Management
Mutual Fund Representative
Business Development
Customer Service
Compliance
Financial Cooperatives
Sales
Solicitation
Negotiation
Data Integration
Telemedicine
Pension Plan
Hybrid Work
Desjardins

Report this job