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Added 4 mins ago
OD
Garage Door Installer Helper
Overhead Door
Edmonton, AB
- Full-time
We have an immediate opening for a Garage Door Installer Helper located in the Edmonton branch. Reporting to the Field Operations Manager, the helper will work as part of a two-person crew,…
Added 4 mins ago
SH
Manager/Director, Management Consulting
Santis Health
Toronto, ON
- Full-time
…to a builder: an individual motivated by winning new work, opening doors across the health system and shaping the future direction of the…
Added 4 mins ago
MG
Retail Store Manager
Mind Games
Peterborough, ON
- Full-time
Added 4 mins ago
D
Modeling & Risk Management - Senior Risk Analyst
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- Full-time
Vacancy Status: This is for a current opening.
Added 19 mins ago
4A
Product Sales Specialist
401 Auto
ON · Niagara, Ontario
- Full-time
This posting reflects a current and active opening.
Added 19 mins ago
D
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins Hydro
- Full-time
…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…
Added 33 mins ago
UO
Urban Outfitters Key Holder
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Quebec, QC
- Part-time
Supports the store management team by participating in daily opening and closing office procedures and operational tasks and projects
Added 33 mins ago
GT
Store Supervisor (Full-Time)
Giant Tiger
Whitby, ON
- Full-time
We’re looking for friendly, motivated people who enjoy helping people and being part of a team - this posting represents a current opportunity at Giant Tiger.
Added 34 mins ago
SH
Manager/Director, Management Consulting
Santis Health
Toronto, ON
- Full-time
…to a builder: an individual motivated by winning new work, opening doors across the health system and shaping the future direction of the…
Added 1 hour ago
Administrative Assistant/Provincial Offences Act (POA) Clerk - Internal
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Kenora, ON
…virtual attendees via Zoom during court proceedings, court opening/closing/swearing in/arraignment, endorsing court documents, preparation and updating of court…
Added 1 hour ago
Administrative Assistant/Provincial Offences Act (POA) Clerk
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Kenora, ON
…virtual attendees via Zoom during court proceedings, court opening/closing/swearing in/arraignment, endorsing court documents, preparation and updating of court…
Added 1 hour ago
A
Host-Hostess- WINTER-Full Time
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Assists with opening, closing and side duties that include bussing tables, cleaning, stocking, folding silverware etc
Added 1 hour ago
HM
Non-Invasive Cardiology Consultant Opportunities - Ontario, Canada
Head Medical
ON · Ontario, Canada
- Full-time
…opened in 2025 in Markham, both sites are very busy and they are opening their 3rd clinic next in Cambridge, with a further two clinics planned to open in the…
Added 2 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins des Versants du mont Royal
- Full-time
…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…
Added 2 hours ago
MM
Interim Branch Manager (12 month contract)
Money Mart
Toronto, ON
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Added 2 hours ago
MP
Quality Control: Shipping / Receiving - Midnights
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Kingsville, ON
- Full-time
Added 3 hours ago
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7818 - Assistant Store Manager FT
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- $20 to $21.5 USD / hour
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Adhere to current visual guidelines that include proper merchandising, signage, and store cleanliness.
Added 3 hours ago
WF
Specialty Team Member (Beer, Wine, Cheese & Chocolate) - Part Time
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Vancouver, BC
- Part-time
Performs opening, mid, and closing duties as assigned; ensures accuracy of signs and pricing.
Added 3 hours ago
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Hub Manager (Mississauga)
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Own the hub's operating plan, aligning people, process, and space with current and future volume
Added 3 hours ago
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Performs opening, mid, and closing duties as assigned; ensures accuracy of signs and pricing. * Immediately reports safety hazards and violations.
Added 6 hours ago
NR
Supply Registered Early Childhood Educator
Niagara Region
ON · Niagara, ON
- Part-time
Current knowledge regarding child development.
Added 6 hours ago
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Child Care Custodian (PT)
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ON · Niagara, ON
- Part-time
Must meet and maintain requirements in the Child Care and Early Years Act, 2014; health assessment and proof of current records of immunizations as recommended by the Medical Officer of…
Added 6 hours ago
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Supply Registered Early Childhood Educator
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ON · Niagara, ON
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Current knowledge regarding child development.
Added 8 hours ago
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Food Service Worker
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Mississauga, ON
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…The offer is generated based on the hours worked within the current pay period. Get paid faster. Another reason to join our team…
Added 11 hours ago
SJ
Registered Technologist
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Current registration with the College of Medical Radiation and Imaging Technologists of Ontario (CMRITO) is required

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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