Find work in Canada.

356,772 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 hour ago
AC
Sales Representative - Markham, ON (Cantonese/Mandarin Speaking)
Axcellent Communications Inc.
Markham, ON
- Full-time
…work, learn and play. We are seeking a dynamic and motivated Sales Representative to join our team in Scarborough & North York, ON. This role involves engaging with clients, understanding…
Added 2 hours ago
HB
Assistant Manager - HUGO Outlet, Mirabel
HUGO BOSS Canada, Inc.
Mirabel, QC
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 2 hours ago
HB
Assistant Manager - BOSS Outlet, McArthur Glen
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 2 hours ago
HB
Assistant Manager - BOSS Store, St. Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 2 hours ago
HB
Assistant Store Manager - BOSS Store, Oakridge
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 2 hours ago
HB
Store Manager - BOSS Store, Vaughan Mills
HUGO BOSS Canada, Inc.
Vaughan, ON
- Other
Achieve positive results in top line sales, profit and loss management and inventory control.
Added 2 hours ago
HB
Assistant Manager - BOSS Store, St. Bruno
HUGO BOSS Canada, Inc.
Saint-Bruno-de-Montarville, QC
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 2 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
The Regional Manager is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of UPT goals in all of the Directly Operated Stores and Shops…
Added 2 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Fashions, Inc.
Vancouver, BC
- Other
The Regional Manager – Canada West is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of sales and customer centric KPI’s in all the…
Added 2 hours ago
HB
Assistant Manager - BOSS Store, St. Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 2 hours ago
PC
Manager
Parq Casino
Vancouver, BC
- $50,000 to $60,000 CAD / year
- Full-time
The Restaurant Manager provides leadership for all Front of House operations, including à la carte dining, group sales, catering, and beverage programs. Working closely with the General…
Added 2 hours ago
HE
Event Marketing Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
You won't be expected to know everything on day one, but we do expect you to get better one day at a time. Training, coaching and feedback are part of the development process.
Added 3 hours ago
PF
Traveling Merchandiser
Performance Food Group
Kelowna, BC
- Full-time
As a Merchandiser, you will report to the Sales Account Manager. You will be working in our customer retail locations in the interior area of BC and be responsible for the maintenance and…
Added 3 hours ago
AS
Part Time Retail Sales Representative - Temporary
Advantage Solutions
Calgary, AB
- Part-time
We are hiring a Retail Sales Merchandiser who can work effectively with store management to increase retail sales and execute client-driven merchandising that exceed the client’s…
Added 3 hours ago
PF
Traveling Merchandiser
Performance Food Group
Kamloops, BC
- Full-time
As a Merchandiser, you will report to the Sales Account Manager. You will be working in our customer retail locations in the interior area of BC and be responsible for the maintenance and…
Added 3 hours ago
AS
Retail Sales Representative
Advantage Solutions
Toronto, ON
- $45,000 to $50,000 CAD / year
- Internship
We are hiring a Retail Sales Representative who can work effectively with store management to increase retail sales and execute client driven merchandising that exceed the client’s…
Added 3 hours ago
AS
Retail Sales Representative
Advantage Solutions
Toronto, ON · North York, ON
- $20 to $23 CAD / hour
- Full-time
We are hiring a Retail Sales Merchandiser who can work effectively with store management to increase retail sales and execute client-driven merchandising that exceed the client’s…
Added 5 hours ago
LL
technical sales representative
Lac-Mac Limited
London, ON
- Full-time
Conduct sales transactions through Internet-based electronic commerce
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC · Saint-Hubert, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 8 hours ago
HB
Store Manager - BOSS Store, Chinook
HUGO BOSS Canada, Inc.
Calgary, AB
- Other
Achieve positive results in top line sales, profit and loss management and inventory control.
Added 8 hours ago
HB
Assistant Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Rocky View, AB
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 8 hours ago
A
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
- Full-time
ADP is hiring an Inside Sales Representative (Small Business Solutions)
Added 11 hours ago
A&
Brand Representative - CF Toronto Eaton Centre, Abercrombie & Fitch
Abercrombie & Fitch Co.
Toronto, ON
- Part-time
Sales Floor Maintenance: Support product replenishment and maintain a clean, organized, and visually consistent sales environment. This includes folding, hanging, sizing, and ensuring…
Added 11 hours ago
C
Mobile Financial Services Representative
CIBC
Brossard, QC · Boucherville, QC · Candiac, QC · Saint-Bruno, QC
- Full-time
…understand their needs and identify opportunities. You’ll complete sales of Chequing and Savings accounts, and provide high-level information on other products (e.g., mortgages, Investor’s…
Added 11 hours ago
C
Mobile Financial Services Representative
CIBC
Guelph, ON · Brantford, ON · Burlington, ON · Kitchener, ON · Waterloo, ON · Ancaster, ON · London, ON
- Full-time
…understand their needs and identify opportunities. You’ll complete sales of Chequing and Savings accounts, and provide high-level information on other products (e.g., mortgages, Investor’s…

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