Find work in Canada.

457,011 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 hour ago
E
Learning Leader, EY-Parthenon Canada (18-month contract)
EY-Parthenon
Victoria, BC
- Contract
Serve as trusted advisor to senior leaders, translating business priorities and emerging skill needs into practical, scalable, capability-building solutions.
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Baie-Comeau, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Banking Advisor Remote Advisory Center
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor in Client Contact Centre means playing a role similar as the one in a branch but working from our advisory call center. You support an established, more…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Felix-de-Valois, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Senior banking advisor
National Bank of Canada
Calgary, AB
- Full-time
A career as a Senior Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
Parts Advisor - Jim Pattison Toyota Victoria
The Jim Pattison Auto Group
Victoria, BC
The Jim Pattison Auto Group is seeking a customer-focused and dependable Parts Advisor to be the welcoming face of the Parts Department at our Toyota Victoria dealership. As the primary…
Added 1 hour ago
Product Advisor - Campus Nissan Victoria
The Jim Pattison Auto Group
Victoria, BC
…and personable individual to join our sales team as a Product Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for…
Added 1 hour ago
Service Advisor - Volvo Cars North Vancouver
The Jim Pattison Auto Group
North Vancouver, BC
The Jim Pattison Auto Group is seeking a personable, thoughtful, and tech-savvy Service Advisor to be the welcoming face of the Service Department at Jim Pattison Volvo Cars North…
Added 2 hours ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Vancouver, BC
- $52,000 to $59,000 CAD / year
- Full-time
Serve as a trusted advisor to fundraising staff by interpreting data, identifying opportunities and risks, and providing strategic recommendations on prospect discovery, portfolio…
Added 3 hours ago
Government Relations & Policy Advisor
Insurance Corporation of British Columbia
North Vancouver, BC
…By joining one of these communities, you’ll connect with our recruitment team who will guide you through the application process and help you explore opportunities at ICBC. Of course,…
Added 3 hours ago
Policy Advisor
FortisBC
Surrey, BC
…are rock solid. We need someone like you to join as a Policy…
Added 4 hours ago
BW
Registered Nurse, Labour & Delivery (Birthing) - BC Women's Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Added 5 hours ago
J
Senior Talent Acquisition Advisor
Jobgether
Canada
- Full-time
…improving patient outcomes. As a Senior Talent Acquisition Advisor, you will play a key role in attracting, identifying, and securing exceptional talent to support organizational growth and…
Added 5 hours ago
J
Senior Statistical Advisor
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Statistical Advisor based in Canada.
Added 5 hours ago
C
HR Generalist (14 Month Contract)
CONMED
Mississauga, ON
- $75,000 to $85,000 CAD / year
- Full-time
…partner with hiring manager on offer process, and liaison with recruitment agencies (where…
Added 6 hours ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
Own departmental recruitment, onboarding, coaching, professional development, and performance management, leveraging Tiller's L1–L4 capability framework to develop and strengthen the team.
Added 6 hours ago
UO
Senior Advisor, Program and Learner Support (PGME)
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Reporting to the Director, PGME, the Senior Advisor, Program and Learner Support, is responsible for the oversight and management of highly complex, high-risk cases for trainees in…
Added 6 hours ago
UO
Senior Administrator, Career and Employment
University of Ottawa
Ottawa, ON · Desmarais Hall
- Full-time
Temporarily replaces or shares responsibilities of the Junior CO-OP Advisor such as data entry in uoCampus, e-mail triage, etc. whenever required and takes on special projects. Trains new…
Added 6 hours ago
UO
Intermediate Advisor, Communications and Marketing
University of Ottawa
Ottawa, ON · Lamoureux Hall
- Full-time
Events management: Lead all aspects of planning and execution for small- to mid-sized events for student recruitment and other special events in order to project a positive image of the…
Added 6 hours ago
AI
Product Advisor - Maple Ridge VW
AutoCanada Inc.
Maple Ridge, BC
- $75,000 to $125,000 CAD / year
- Full-time
individuals with disabilities. If you need accommodation during the recruitment
Added 7 hours ago
D
Senior Actuarial Advisor, Modelling and Research Competency Centre
Desjardins
Toronto, ON · Mississauga, ON · Montreal, QC · Levis, QC
- Full-time
As a Modelling and Research Competency Centre Senior Actuarial Advisor, you will join the Insurance Risk Management team within the Modeling and Research Centre of Expertise, which develops…
Added 7 hours ago
D
Client Financial Services Agent
Desjardins
Saint-Apollinaire, QC · Caisse Desjardins du Centre de Lotbinière
- Full-time
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…

Desjardins

Client Financial Services Agent

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

Full-time

Apply About employer

Applications open in a new tab.

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

Report this job