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Added 20 mins ago
AI
Python Developer
Apptoza Inc.
Toronto, ON
- Full-time
Job Title: Forward Deployed Engineer (Python/Pyspark Developer)
Added 20 mins ago
EI
UX Designer
ExcelGens, Inc.
Bas-Saint-Laurent, QC
- Contract
Experience with automation systems and related technologies.
Added 20 mins ago
RI
Senior Forward Deployed Engineer - Java/ Python | Capital Markets
Rose International
Mississauga, ON
- Full-time
4+ years of professional software engineering experience, with demonstrable experience as a Full-Stack Developer transitioning into a customer-facing, Forward Deployed Engineer (FDE)-style…
Added 20 mins ago
ES
Identity Management Consultant
Epsilon Solutions Ltd.
Montreal, QC
- Full-time
Collaborate with system owners to validate business continuity and disaster recovery capabilities for IAM systems.
Added 20 mins ago
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Project Coordinator & Workforce Administrator - Financial Services
Rose International
Mississauga, ON
- Full-time
Familiarity with business intelligence tools such as Tableau and Power BI, and workforce management systems such as Workday, Fieldglass, ServiceNow, or internal ERP systems.
Added 20 mins ago
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Senior Business Analyst - Enterprise Data Management Office (EDMO)
TD
Toronto, ON
- Full-time
Leverage specialized business, product, data, and systems knowledge to understand EDMO priorities and drive delivery toward measurable business value.
Added 20 mins ago
HR Advisor (Employee Relations)
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Princeton, BC
Bachelors Degree in Human Resources Management, Psychology, Business Administration or Commerce OR equivalent combination of education and experience.
Added 35 mins ago
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SAP iXp Intern - Change Management Engineering
SAP IT Business Systeme
Vancouver, BC
- $26 to $38 CAD / hour
- Internship
Familiarity with source control systems such as Git, Subversion, or Perforce
Added 35 mins ago
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Proposal Procurement Lead (North America)
Veolia Environnement SA
Oakville, ON
- Full-time
…transformation. Within this framework, Veolia's Water Tech Business brings together a dedicated team of experienced professionals committed to tackling the world’s most complex challenges…
Added 35 mins ago
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Director, Compliance
Sagard
Toronto, ON · Montreal, QC
- Full-time
…to transition into the Chief Compliance Officer (CCO) for a business line or registrant over time.The ideal candidate will…
Added 50 mins ago
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Lead Quality Assurance Developer
OpenText
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- Full-time
We are seeking an experienced Senior Quality Assurance Developer who shares our passion for developing and maintaining the Enterprise Capture product line. OpenText’s Capture solutions are…
Added 50 mins ago
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Red Team Engineer AND Senior Penetration Tester
Zoho
Toronto, ON
- Contract
…deep expertise in penetration testing, exploitation, security automation, and vulnerability analysis. The position requires strong hands-on technical skills combined with the ability to…
Added 50 mins ago
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Automation Controls Sr. Analyst /Consultant
Accenture
Calgary, AB · Vancouver, BC · Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
Experience with industrial robotics and robotic automation systems within a manufacturing environment.
Added 50 mins ago
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Senior Manager, Operational Risk / IT Risk and Compliance
RBC
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- Full-time
Lead the automation and streamlining of risk processes with the risk management ecosystem (i.e. data aggregation , reporting, automated workflow management)
Added 50 mins ago
Sr Service Specialist (Field Technician, Building Automation Systems), Ottawa ON
Siemens
Ottawa, ON
…have various products installed that fall into the - HVAC and automation controls, as well as their associated computer systems. The goal is to insure system up-time and…
Added 1 hour ago
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Sr. Applied AI Scientist – Generative AI & Agentic Systems
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…Retrieval-Augmented Generation (RAG), AI agents, and workflow automation to improve business…
Added 1 hour ago
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Ecommerce & Digital Marketing Director
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- Full-time
The ideal candidate is equally comfortable developing strategy, analyzing business performance and rolling up their sleeves to execute. They bring deep expertise in Amazon, Shopify, digital…
Added 1 hour ago
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Transportation Supervisor
Kelly Services (Canada), Ltd.
Burlington, ON
- Full-time
…The Transportation Supervisor will achieve/surpass outlined business goals, champion a 'customer first' approach, create a continuous improvement environment and effectively lead, motivate,…
Added 1 hour ago
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Senior Portfolio & Program Manager, Operational Technology & Engineering
Equinix
Toronto, ON
- Full-time
…central monitoring, OT infrastructure, cybersecurity, data, and automation, ensuring programs are sequenced, governed, funded, and transitioned to operations as one connected roadmap rather…
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Senior Identity and Reliability Engneering Specialist - Ping Forgerock
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- Full-time
Partner with system owners to certify business continuity and disaster recovery efforts for IAM systems.
Added 1 hour ago
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Senior Cybersecurity Analyst - 26-040 - Hybrid - 2 positions available
AUSGAR Technologies Inc.
Newport, QC
- Full-time
…(STIGs)/ Security Requirements Guide (SRGs), Security Content Automation Protocol (SCAP) and Assured Compliance Assessment Solution (ACAS)…
Added 1 hour ago
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Engineering Manager - Industrial Automation & Power Systems
Kinetic Search Group
Vancouver, BC · Greater Vancouver Metropolitan Area
- $170,000 to $190,000 CAD / year
- Full-time
Our client is an established Canadian leader in engineered industrial automation, electrical power systems, and advanced motor control solutions. Serving some of North America's most…
Added 1 hour ago
AI
Python Developer -Forward Deployed, Pyspark
Apptoza Inc.
Toronto, ON
- Contract
Role: Python Developer -Forward Deployed, Pyspark
Added 1 hour ago
Technical Program Manager-II, GO-AI
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…conceive, develop, prototype, and deploy intelligent robotic systems that push the boundaries of industrial…
Added 1 hour ago
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Desjardins

Client Financial Services Agent

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

Full-time

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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

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