Find work in Canada.

501,830 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
F
Product Manager - Molecular Pathology and Cytogenetics
FroggaBio
ON · Ontario, Canada
- Full-time
…will be responsible for increasing sales by developing working business relationships with our existing customer base and through continued emphasis on developing new customer…
Added 4 mins ago
A
Food & Beverage – Seasonal Culinary Opportunities (Greater Toronto Area)
Aritzia
Vaughan, ON
- $24 to $30 CAD / hour
- Contract
…rewarding career in Food & Beverage to continued growth and development within…
Added 4 mins ago
RC
Gestionnaire de Comptes
Randstad Canada
Montreal, QC
- Full-time
Added 4 mins ago
A
HVAC Service Sales Representative – Maintenance Contracts
Aplin
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…Lower Mainland, BC, is seeking a driven HVAC Service Sales Representative to grow its preventative maintenance and service agreement…
Added 18 mins ago
F
Webber - AZ/DZ Seasonal Equipment Operator (Guaranteed Hours) - Mimico - Infrastructure Management
Ferrovial
ON · Toronto, ON · CAN - Webber - Infra - Peel Halton
- Full-time
…innovators and trailblazers. Ferrovial is also leading the development of the New Terminal One at JFK International Airport. Ferrovial shares trade under the ticker symbol FER on two stock…
Added 18 mins ago
T
Financial Planner-Okotoks
TD
Okotoks, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 18 mins ago
D
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins Hydro
- 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 18 mins ago
D
Personal Finance Advisor
Desjardins
Sorel-Tracy, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 18 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 33 mins ago
AA
Parts Counter / Driver
Advance Auto Parts
Stratford, ON
- $17.95 to $21.55 CAD / hour
- Part-time
Advanced level DIY sales position with expert knowledge of DIY business. The role has expert knowledge of store operations, advanced automotive system knowledge and parts knowledge. This…
Added 33 mins ago
H
Manager Health Services Watrous
HealthCareersInSask.ca
Watrous, SK
- Full-time
…objectives of the SHA. The Manager supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course…
Added 33 mins ago
H
Manager - Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…objectives of the SHA. The Manager supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course…
Added 33 mins ago
H
Manager
HealthCareersInSask.ca
Regina, SK
- Full-time
…objectives of the SHA. The Manager supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course…
Added 33 mins ago
H
Manager
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…objectives of the SHA. The Manager supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course…
Added 33 mins ago
DF
Member Service Representative (Full-Time)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Full-time
Participates in local market business development opportunities and community involvement.
Added 33 mins ago
AM
Inside Sales Representative
AdvanTec Marine
Chilliwack, BC
- $65,000 to $80,000 CAD / year
- Full-time
Support Account Managers and Business Development teams by maintaining momentum on active opportunities
Added 48 mins ago
W
Truck and Coach Field Technician
Wajax
Timmins, ON
- Full-time
Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.”
Added 48 mins ago
LC
Inbound Sales Development Representative - Hospitality
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
We’re looking for a Sales Development Representative (Hospitality) to join our growing NoAm team! This role is the first point of contact our potential customers have with our sales team.…
Added 1 hour ago
TP
Head of Public Affairs
Toronto Pearson International Airport
Toronto, ON · Greater Toronto Area, Canada
- Full-time
· Advanced presentation, content development and communication capabilities, with the confidence and credibility to represent GTAA with senior business, investor, regulatory, government,…
Added 1 hour ago
S
Audiologist, Cochlear Implant Services - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
- Full-time
…including cochlear implant function, evaluation of patient auditory development and progress in relation to expected trajectories; adjust intervention plans as required; provide cochlear…
Added 1 hour ago
Business Systems Analyst (Computer Services Officer 3)
The Government of Nova Scotia
Halifax, NS
Reporting to the Manager of Digital Collaboration, the Business Systems Analyst/Coordinator coordinates the cross-platform capabilities and activities within Modern Collaboration…
Added 1 hour ago
CH
System Planner
Calgary Homeless Foundation
Calgary, AB
- Full-time
…sector through strategic leadership, forward-thinking capacity development, and hands-on, day-to-day…
Added 1 hour ago
M
Licensed Customer Service Representative
MutualONE
Seaforth, ON
- Full-time
As a Licensed Customer Service Representative (CSR), you'll play a key role in supporting our Agency Team and delivering exceptional service to our policyholders. Working alongside…
Added 1 hour ago
M
Licensed Customer Service Representative
MutualONE
Ilderton, ON
- Full-time
As a Licensed Customer Service Representative (CSR), you'll play a key role in supporting our Agency Team and delivering exceptional service to our policyholders. Working alongside…
Added 1 hour ago
S
Associate Applications Engineer
Semtech
Burlington, ON · CAN - Burlington, ON
- Full-time
The Applications Engineer supports our data communications business in delivering high quality, customer-focused solutions. The successful candidate will work alongside senior team members…

Desjardins

Client Financial Services Agent

Montreal, QC, Canada
Caisse Desjardins des Versants du mont Royal, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 27, 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
Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
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

2026-11-4

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

The position requires an Attestation of Collegial Studies and a minimum of three years of relevant experience. Candidates must also hold a Mutual fund representative certificate and possess strong knowledge of financial products and services.

Skills

Customer service
Financial services
Investment
Financing
Business development
Communication
Interpersonal savvy
Asset management
Sales
Compliance
Problem solving
Relationship management
Data entry
Technical proficiency

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
Mutual Fund Representative
Customer Service
Business Development
Compliance
Sales
Hybrid Work
Desjardins
Financial Products
Relationship Management
Data Integration
Banking
Financial Cooperatives

Report this job