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Added 3 mins ago
TM
Regional Marketing Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
Professional growth and development programs to help advance your career
Added 3 mins ago
B&
Business Development Representative
Black & McDonald Limited
Stoney Creek, NB
- Full-time
Black & McDonald’s Hamilton Service Division is seeking a driven, disciplined Business Development Representative (BDR) to expand our footprint across the commercial, industrial, and…
Added 9 mins ago
Ecosystem Development Specialist
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Completion of a post-secondary degree in public policy, business administration, economics, technology, innovation, economic development, or a related field. An equivalent combination of…
Added 11 mins ago
Sr. Infrastructure Analyst
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Added 14 mins ago
Mileage and Insurance Coordinator
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Added 15 mins ago
Legal Services Analyst
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Winnipeg, MB
Provide strategic advice and prepare reports, briefings, and other documentation to support business objectives and compliance requirements.
Added 17 mins ago
WC
Outside Sales Representative - St Catharines, On
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St. Catharines, ON
- $65,000 to $110,000 CAD / year
- Full-time
Drive personal and professional development and growth to ensure you are staying on top of product and sales developments (including but not limited to sales strategies, product demos, and…
Added 17 mins ago
CA
Assembly Technician - Weekday Nights
Collins Aerospace
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- Full-time
…businesses, world-class operations and investments in research and development, we offer capabilities and opportunity no one else can. Together, we push the boundaries of known science and…
Added 17 mins ago
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Calibration Technician - Weekday Day Shift
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- Full-time
…businesses, world-class operations and investments in research and development, we offer capabilities and opportunity no one else can. Together, we push the boundaries of known science and…
Added 17 mins ago
CA
Assembly Technician - Weekend Day Shift
Collins Aerospace
Oakville, ON
- Full-time
…businesses, world-class operations and investments in research and development, we offer capabilities and opportunity no one else can. Together, we push the boundaries of known science and…
Added 17 mins ago
CA
Assembly Technician – Afternoon Shift
Collins Aerospace
Oakville, ON
- Full-time
…businesses, world-class operations and investments in research and development, we offer capabilities and opportunity no one else can. Together, we push the boundaries of known science and…
Added 17 mins ago
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Investment Associate
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Vancouver, BC
- Full-time
Business Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segments
Added 17 mins ago
CI
Microsoft Application Specialist – Contract
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- Contract
Position Overview: The Application Specialist will help bridge business operations and enterprise technology by supporting and helping lead innovation initiatives involving corporate…
Added 17 mins ago
CI
Microsoft Business Systems Analyst - Contract
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- Contract
Support the design, development, enhancement and maintenance of business applications and workflows.
Added 17 mins ago
VH
Operations Representative – Logistics
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Calgary, AB
- Full-time
Reporting to the General Manager, Operations, we are looking for an Operations Representative – Logistics, to support the physical movement of C4+ products throughout North America. With a…
Added 18 mins ago
C
Financial Services Representative II
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 18 mins ago
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Surface Mining Representative
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AB · Woodbridge, ON · Edmonton, Alberta
- Full-time
Business development: Proven ability to drive growth through strategic planning, forecasting, sales variance analysis, and commercial creativity. Skilled at identifying opportunities and…
Added 18 mins ago
BB
Représentant(e) des services techniques à domicile (Temps plein) / Field Technical Service Representative (Full Time)
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- Full-time
You’ll love it here! We are hiring immediately for a field technical service representative, which at Best Buy we call a field service agent.
Added 18 mins ago
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Occupational Health and Safety Representative
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Port Coquitlam, BC
- $60,000 to $70,000 CAD / year
- Full-time
Position: Occupational Health and Safety Representative
Added 18 mins ago
Director, India Office
Government of Alberta
AB
Executive Council works to ensure effective strategic planning and coordinated policy development and communications across government, engages Albertans and the broader global community,…
Added 26 mins ago
Senior Advisor, Unclaimed Decedent Services & Data Analytics
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…statutory, financial, and public-interest matters and leads program development, modernization, and continuous improvement…
Added 47 mins ago
AC
Assistant Sales Operations Manager
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- Full-time
The Assistant Sales Operation Manager for Amphenol Highspeed IO business unit supports the Sales Operation team in executing marketing and business strategies, driving customer…
Added 48 mins ago
Global product Marketing Manager
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We’re also committed to fostering a diverse and representative workforce and an inclusive environment where everyone is treated with respect and fairness. We do not tolerate discrimination…
Added 48 mins ago
A
Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
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- Full-time
Added 1 hour ago
EB
Senior Executive Assistant
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- Full-time
…supporting operational excellence, consistency of service, team development, and the advancement of executive support practices across the…

Desjardins

Client Financial Services Agent

Gatineau, QC, Canada
Caisse populaire Desjardins de Gatineau, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 17, 2026
Posting language: English
Posted: Oct 9, 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, and Accord D financing
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards
Available to work one evening per week until 8:00 p.m.

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

2026-10-16

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, along with proficiency in French.

Skills

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

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
Asset Management
Business Development
Customer Service
Mutual Fund Representative
Compliance
Sales
Relationship Management
Data Integration
Financial Cooperatives
Account Opening
Accord D Financing
Telemedicine
Pension Plan
Hybrid Work

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