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Added 28 mins ago
M
KOL Business Development
MEXC
Canada
- Full-time
As a representative of MEXC, to maintain a good relationship with KOLs and marketing channels to achieve long-term cooperation
Added 28 mins ago
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Trade Marketing Representative - Edmonton Southwest, AB
BAT
AB · Edmonton, AB
- Full-time
BAT is evolving at pace into a global multi-category business. Our purpose is to create A Better Tomorrow™ by Building a Smokeless World.
Added 57 mins ago
FH
Occupational Therapist, Assertive Community Treatment (ACT)
Fraser Health Authority
Abbotsford, BC
- $45.15 to $56.17 CAD / hour
- Full-time
Identifies and provides in-service education to service providers and assists in the development of training workshops to meet identified training needs related to rehabilitation.
Added 1 hour ago
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Unit Clerk, Ambulatory Care Unit - BC Cancer - Vancouver
Sanya’k̓ula
Vancouver, BC
- Full-time
…cultural immersion experiences, and continuous professional development to stay informed and responsive to equity-deserving groups. Provide patient-centred care that respects Indigenous…
Added 2 hours ago
S
Site Supervisor S2 Up to 8 FTE, Core Laboratory - Pemberton Health Centre and Whistler Health Centre Laboratories
Sanya’k̓ula
Whistler, BC
- Full-time
Room to grow: We invest in your professional development and offer opportunities for advancement within a supportive, autonomous environment.
Added 2 hours ago
S
Medical Laboratory Technologist - Sechelt Hospital Labs
Sanya’k̓ula
Sechelt, BC
- Full-time
Assist in the evaluation of technical procedures and provide input in the development and maintenance of policies and procedures for assigned work area.
Added 2 hours ago
S
Concurrent Disorders Peer Support Coordinator, Forensic Psychiatric Hospital - Coquitlam, BC
Sanya’k̓ula
Coquitlam, BC
- Full-time
…cultural immersion experiences, and continuous professional development to stay informed and responsive to equity-deserving groups. Provide patient-centred care that respects Indigenous…
Added 2 hours ago
C
HR Generalist (14 Month Contract)
CONMED
Mississauga, ON
- $75,000 to $85,000 CAD / year
- Full-time
The HR Generalist supports the Human Resources team in delivering HR strategies and initiatives aligned with business objectives. This role provides day-to-day operational HR support,…
Added 2 hours ago
J
Field Sales Representative
Jobgether
Canada
- $56,400 to $70,500 CAD / year
- Full-time
As a Field Sales Representative, you will play a key role in driving sales growth and strengthening relationships with retail customers across your assigned territory. You will work…
Added 2 hours ago
GM
Actuarial Specialist
Gore Mutual Insurance
Cambridge, ON
- Full-time
…contributor. The role applies advanced actuarial knowledge to support business decision-making, regulatory requirements, and enhancing pricing methodologies while providing technical…
Added 2 hours ago
WC
Outside Sales Representaive - B2B
Waste Connections of Canada
Ottawa, ON
- Full-time
The Outside Sales Representative will prospect new business while providing excellent customer service and sales skills to maintain an existing book of business.
Added 2 hours ago
M
Part-Time Crew
McDonald's
Calgary, AB
- Part-time
Access to education and skills development opportunities
Added 2 hours ago
M
Full-Time Cashier / Line Cook
McDonald's
Calgary, AB
- Full-time
Access to education and skills development opportunities
Added 2 hours ago
M
Full-Time Cashier / Line Cook
McDonald's
Calgary, AB
- Full-time
Access to education and skills development opportunities
Added 2 hours ago
M
Part-Time Crew
McDonald's
Calgary, AB
- Part-time
Access to education and skills development opportunities
Added 2 hours ago
M
Full-Time Cashier / Line Cook
McDonald's
Calgary, AB
- Full-time
Access to education and skills development opportunities
Added 2 hours ago
M
Part-Time Crew
McDonald's
Calgary, AB
- Part-time
Access to education and skills development opportunities
Added 3 hours ago
HP
Software Development Intern, AI-Assisted Development (Summer 2027) / Stagiaire en développement de logiciel, développement assisté par l’IA (Été 2027)
Hewlett Packard Enterprise
Montreal, QC
- $17.95 to $31 CAD / hour
- Full-time
A key part of the internship will be learning how experienced engineers use AI throughout the software development lifecycle. You’ll use modern AI coding tools to understand existing code,…
Added 3 hours ago
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Customer Service Representative
Jobgether
Canada
- Full-time
Career Development: Opportunities to develop customer service, hospitality, and digital platform skills while contributing to a growing technology-driven business.
Added 3 hours ago
AI
Product Advisor - Maple Ridge VW
AutoCanada Inc.
Maple Ridge, BC
- $75,000 to $125,000 CAD / year
- Full-time
The Automotive Sales Representative interacts with
Added 3 hours ago
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Client Financial Services Agent
Desjardins
Saint-Apollinaire, QC · Caisse Desjardins du Centre de Lotbinière
- Full-time
…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…
Added 3 hours ago
Director, Packaging Development, Skincare
ELC Beauty LLC
Markham, ON
The Director, Global Packaging Development is a senior organizational leader responsible for leading Packaging Development across an assigned category and supporting one or more global…
Added 4 hours ago
C
FT Senior Residence Worker (White Road Supportive Housing)
Connective
Duncan, BC
- Full-time
…enhance quality of life with activities of daily living and the development of life…
Added 5 hours ago
RS
Rental Account Manager
Ryder System, Inc.
Toronto, ON · Etobicoke, ON
- Full-time
…sales. This role will grow with a career path toward Customer Development Manager and/or Business Development Manager roles in our Lease…
Added 5 hours ago
RS
Rental Account Manager
Ryder System, Inc.
Toronto, ON · Scarborough, ON
- Full-time
…sales. This role will grow with a career path toward Customer Development Manager and/or Business Development Manager roles in our Lease…

Desjardins

Client Financial Services Agent

Saint-Apollinaire, QC, Canada
Caisse Desjardins du Centre de Lotbinière, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 22, 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

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

2026-11-5

Apply About employer

More about this job

Responsibilities

You will provide personalized financial support to clients by offering investment, financing, and protection solutions while maintaining business relationships. Additionally, you will assist with business development initiatives and help clients navigate digital tools and service channels.

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 also required.

Skills

Customer service
Business development
Financial services
Investment advice
Communication skills
Interpersonal savvy
Sales
Problem solving
Research
Relationship management
Action oriented
Situational adaptability
Customer focus

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 Development
Client Relations
Financial Advisor Support

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