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Added 11 mins ago
I
2026 Seasonal Customer Experience Representative
Indigo
Toronto, ON
- $17.95 CAD / hour
- Part-time
Own self-development and provide continuous feedback to colleagues and Leadership Team
Added 11 mins ago
RD
Associate Advisor
RBC Dominion Securities
Moncton, NB
- Full-time
Approval as a Registered Representative (RR) with CIRO
Added 11 mins ago
WX
Senior Sales Representative
Westkey Xibita
Vancouver, BC · Greater Vancouver, BC
- $37,128 to $175,000 CAD / year
- Full-time
Westkey Graphics is seeking a driven Outside Sales Representative with experience in any of the following areas:
Added 11 mins ago
RD
Wealth Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
Development of new business working with COIs, RBC partners and prospects.
Added 12 mins ago
SE
Sales Development Representative - Canada
SWTCH Energy Inc.
Remote, Canada
- Full-time
- Remote
SWTCH is looking for a Sales Development Representative to help us scale and grow our business in Western Canada. Working closely with our Business Development team, you’ll help identify,…
Added 12 mins ago
T
Full Time Sales Representative (Koodo) | Southcentre Mall
TELUS
Calgary, AB
- Full-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 12 mins ago
T
Part Time Sales Representative (Koodo) | Southcentre Mall
TELUS
Calgary, AB
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 12 mins ago
Sales Representative - Facility Services
Cintas
Langley (District), BC · Langley, BC
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 27 mins ago
R
Associate Advisor
RBC
Moncton, NB
- Full-time
Approval as a Registered Representative (RR) with CIRO
Added 42 mins ago
Customer Service Representative (Hybrid - Edmonton, Calmar, Wetaskiwin, Thorsby)
OTIP Group of Companies (OTIP, Orbit, Curo)
Thorsby, AB
…ex-dates, and meeting or surpassing ex-date objectives to increase sales…
Added 42 mins ago
T
Financial Planner-Edmonton East
TD
AB
- Full-time
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
Added 57 mins ago
GF
Overnight Customer Service Representative (Motivator) – Saskatoon The Centre
GoodLife Fitness
Saskatoon, SK
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 57 mins ago
D
Client Financial Services Agent
Desjardins
Bedford, QC · Farnham, QC · Caisse Desjardins de la Pommeraie
- Full-time
Seize business opportunities and participate in sales development initiatives
Added 57 mins ago
C
Client Associate
CIBC
Barrie, ON
- Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 57 mins ago
C
Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 1 hour ago
S
Media Sales Strategist – Toronto, ON
Stingray
Toronto, ON
- Full-time
Drive revenue growth and achieve revenue targets through consultative sales and development of strategic proposals;
Added 1 hour ago
NC
Media Sales Strategist – Toronto, ON
Newfoundland Capital Corporation Limited
Toronto, ON
- Full-time
Drive revenue growth and achieve revenue targets through consultative sales and development of strategic proposals;
Added 1 hour ago
J
Director, PDS
JLL
Vancouver, BC
- Full-time
Managing multiple projects in various phases of development.
Added 1 hour ago
LA
Automotive Parts Representative
Lordco Auto Parts
Penticton, BC
- $19 to $25 CAD / hour
- Full-time
Career Development Support & Promote-From-Within Culture to enhance your expertise and maximize your career journey
Added 1 hour ago
T
Part Time Sales Representative | West Edmonton Mall Koodo
TELUS
Edmonton, AB
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 1 hour ago
L
Financial Service Representative - LendDirect Office 1556
LendDirect
Calgary, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
L
Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Woodstock, ON
- $45,000 to $49,900 CAD / year
- Part-time
As a Member Services Representative (Part-Time):
Added 1 hour ago
HB
Full Time Key Holder / Cashier Operations- BOSS Store, Royalmount
HUGO BOSS Canada, Inc.
Mont-Royal, QC · Mount Royal, CA-QC
- Full-time
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 1 hour ago
AF
Assistant Branch Manager - Office 1553
Attain Finance
Kingston, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…

Desjardins

Client Financial Services Agent

Disraeli, QC, Canada
Caisse Desjardins du Carrefour des lacs, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 24, 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
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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-23

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 in business development, manage client requests, and help maintain strong business relationships.

Requirements

Candidates must possess an Attestation of Collegial Studies and a minimum of 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
Asset management
Sales development
Compliance
Problem solving
Relationship management
Data integration
Financial documentation
Account management

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
Business Development
Customer Service
Mutual Fund Representative
Compliance
Financial Cooperatives
Sales
Solicitation
Negotiation
Account Opening
Automation
Telemedicine
Pension Plan
Hybrid Work
Desjardins
Financial Data

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