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Added 1 hour ago
Valuations Complex Financial Instruments, Associate
PwC Canada
Toronto, ON
Full-time
In Deal Valuations - Financial Instruments at PwC Canada, you will work with clients to address complex valuation matters involving financial instruments and illiquid securities. You will…
Added 3 hours ago
AI Mobile Engineer- IOS
Zafin
Toronto, ON
Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of…
Added 4 hours ago
Real Estate Agent
Place Network Agents
Mississauga, ON
$150,000 to $250,000 CAD / year
Contract
…potential - greater production, increased confidence, enhanced financial freedom, and more time dedicated to the activities that truly expand your…
Added 5 hours ago
Operations Manager (Civil/FTTH Construction)
Telecon
Saskatoon, SK
Full-time
…contract management, field activities, sub-contractors and client relationships according to Telecon’s…
Added 7 hours ago
Finance Project Transformation Senior Associate
PwC Canada
Toronto, ON
Full-time
Assisting in rolling out leading practice programme management services like benefits realization, quality assurance, decision management, document management etc.
Added 9 hours ago
Financial Crimes Technology Manager
PwC
Toronto, ON
Full-time
Our Financial Crime Technology practice, operating under Forensic Services, focuses on enabling businesses with technologies to proactively detect and prevent financial crimes. Our clients…
Added 1 day ago
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
Full-time
A career in our Risk Modelling Services team as a Property & Casualty (P&C) Actuary, will provide you with the opportunity to contribute risk modelling, general insurance advice and…
Added 7 days ago
Full Stack Engineer (AI-Enabled)
BMO
Calgary, AB · GCS
Full-time
Experience in banking or financial services, particularly onboarding, payments, lending, trade, or KYC/AML. Candidates from other regulated or complex domains will also be considered
Added 5 days ago
Remote Life Insurance Agent
AO Globe Life
Remote, Canada
Full-time · Remote
Build strong client relationships through engaging phone and Zoom conversations.
Added 6 days ago
Damage Insurance Agent
iA Financial Group
Vancouver, BC · Toronto, ON · Montreal, QC · Quebec, QC
Full-time
…its clients as much as its employees? As a Damage Insurance Agent (Auto & Home) for individuals, you will help our clients better understand and secure the best possible coverage and…
Added 5 days ago
Agent(e) de soutien aux agences
iA Financial Group
Sainte-Julie, QC
Full-time
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret…
Added 7 days ago
Lead Platform Engineer
RBC
Toronto, ON
Full-time
Familiarity with payment systems and financial services technology platforms
Added 3 days ago
Lead, Machine Learning Engineer, GFT
RBC
Toronto, ON
Full-time
Prior experience in financial services, particularly in Compliance, Risk, or Regulatory Technology
Added 7 days ago
Client Financial Services Agent
Desjardins
Trois-Rivières, QC
Full-time
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…
Added 3 days ago
Agent-conseil ou agente-conseil, Expérience membre et client
Desjardins
Amqui, QC · Causapscal, QC · Sayabec, QC · Caisse Desjardins Vallée de la Matapédia
Part-time
Contribuer au développement des affaires et au maintien de la relation d’affaires, à travers la prestation de services et par le biais d’activités.
Added 10 days ago
Senior Software Developer - SQL/Python
RBC
Toronto, ON
Full-time
We are seeking an experienced Senior Software Engineer to work within Wealth Management Global IT Data Services Canada - As a Senior Software Engineer, specializing in AI-driven agent…
Added 6 days ago
Finance Project Transformation Senior Associate
PwC
Ottawa, ON · Toronto, ON
Full-time
Assisting in rolling out leading practice programme management services like benefits realization, quality assurance, decision management, document management etc.
Added 6 days ago
Finance Program Manager
PwC
Toronto, ON
Full-time
…team, with a wealth of experience in transformation advisory services, program and project delivery and risk management. A key focus for the team currently is to embrace and use the latest…
Added 2 days ago
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
Full-time
…detail-oriented, with a focus on problem and delivering an exceptional client experience. You will contribute to individual and team sales goals by proactively recommending personal home…
Added 2 days ago
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
Full-time
…detail-oriented, with a focus on problem and delivering an exceptional client experience. You will contribute to individual and team sales goals by proactively recommending personal home…
Added 3 days ago
Bilingual Customer Service Representative, Investments
TEKsystems
Montreal, QC
$27 CAD / hour
Contract
This opportunity is well suited to someone who combines financial services knowledge with a strong commitment to providing timely, accurate, and professional customer service.
Added 3 days ago
Damage Insurance Agent (Bilingual)
RBC
Côte-Saint-Luc, QC · Westmount, QC · Beaconsfield, QC · Dollard-Des Ormeaux, QC · Mont-Royal, QC · Dorval, QC · Pointe-Claire, QC · La Prairie, QC · Montreal, QC · Saint-Bruno-de-Montarville, QC · Brossard, QC · Mont-Tremblant, QC · Drummondville, QC · Saint-Jérôme, QC · Beauharnois, QC · Salaberry-de-Valleyfield, QC · Vaudreuil-Dorion, QC · Sorel-Tracy, QC · Mont-Saint-Hilaire, QC · Saint-Sauveur, QC · Terrebonne, QC · Rosemère, QC · Saint-Eustache, QC · Repentigny, QC · Laval, QC · Mascouche, QC · Chambly, QC · Sept-Îles, QC · Châteauguay, QC · Saint-Lambert, QC · Boucherville, QC · Candiac, QC · Sherbrooke, QC · Blainville, QC · Beloeil, QC · Saint-Jean-sur-Richelieu, QC · Longueuil, QC · Saint-Constant, QC
Full-time
…detail-oriented, with a focus on problem and delivering an exceptional client experience. You will contribute to individual and team sales goals by proactively recommending personal home…
Added 3 days ago
Finance Transformation, Senior Manager
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
Full-time
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial…
Added 3 days ago
Financial Transformation, Senior Associate
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
Full-time
Work with colleagues across PwC to sell and deliver business-led, technology enabled projects to fulfill client needs for Finance Consulting services
Added 24 days ago
Senior Manager - Global Mobility - Expatriate Tax - Vancouver
EY
Vancouver, BC
We are currently seeking a Senior Manager to join our People Advisory Services – Mobility, Expatriate Tax practice. Our People Advisory Services practice (PAS) provides high-quality…

Desjardins

Client Financial Services Agent

La Sarre, QC, Canada

Job type: Full-time
Apply by: Nov 1, 2026
Posting language: English
Posted: Sep 1, 2026

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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

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

2026-10-31

Apply About employer

More about this job

Responsibilities

The agent provides personalized financial support to clients by offering investment, financing, and protection solutions while maintaining business relationships. They also assist with business development, handle client requests, and help manage administrative tasks to ensure high-quality service.

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 required, along with knowledge of financial products and compliance regulations.

Skills

Customer service
Financial services
Business development
Investment advice
Financing
Communication skills
Interpersonal savvy
Sales
Asset management
Compliance
Problem solving
Relationship management
Data entry
Administrative support

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
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Financial Cooperatives
Account Opening
Accord D Financing
Relationship Management
Administrative Support

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