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Added 1 min ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
Added 1 min ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience
Added 1 min ago
CS
Inside Sales Representative
Certified Sales and Rentals
Saskatoon, SK
- Full-time
Certified Sales & Rentals is growing, and we're on the lookout for a passionate, detail driven Inside Sales Representative, whose primary responsibilities are processing order desk sales,…
Added 1 min ago
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Sales Representative
DMC Recruitment Group
Toronto, ON
- Full-time
This is an opportunity to join a collaborative, customer-focused organization where strong relationships, product knowledge, and a solutions-oriented approach are central to success.
Added 1 min ago
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Concierge
Zen Residential Ltd.
AB · Edmonton, AB
- Full-time
Previous experience as a concierge, front desk attendant, or customer service representative is preferred.
Added 16 mins ago
SG
Junior Technical Support Specialist
SOLV4EX Group
Richmond, BC
- Full-time
The ideal candidate brings customer-facing experience, a strong electrical inclination, and a willingness to learn. Formal electrical training is not required but considered an asset. The…
Added 31 mins ago
JR
Warranty & Customer Service Representative - Sporting Good Apparel
JRoss Retail Recruiters
AB · Edmonton, AB
- $42,000 to $44,000 CAD / year
- Full-time
As the Warranty & Customer Service Representative, you will serve as a primary point of contact for customers regarding warranty inquiries, product issues, and service requests. You will…
Added 31 mins ago
CC
Assistant Route Service Sales Representative (4-Day Workweek)
Cintas Canada
Abbotsford, BC
- Full-time
Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and…
Added 31 mins ago
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Outside Sales Rep - ICI Division (Calgary)
RONA
Calgary, AB
- Full-time
Reporting to the Director, Industrial, Commercial and Institutional Sales, the Outside Sales Representative is responsible for account management of assigned accounts, including, price…
Added 31 mins ago
CC
Sales Representative - First Aid and Safety
Cintas Canada
Calgary, AB
- Full-time
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling,…
Added 31 mins ago
PF
Accounts Payable Representative
Pattison Food Group
Langley (District), BC · Langley Office - Langley BC
- Full-time
A minimum of 1 to 2 years of administrative, office support, or customer service experience.
Added 31 mins ago
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Representative - Inside Sales
Wesco
London, ON
- Full-time
As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders,…
Added 31 mins ago
TS
Business Development Representative - Microsoft Cloud Software (SAAS) | Représentant du développement des affaires - Logiciels Cloud Microsoft (SAAS)
TD SYNNEX
Montreal, QC
- Full-time
Build your career in cloud technology and business development with TD SYNNEX. As a Business Development Representative supporting Microsoft Cloud Software (SaaS), you’ll work directly with…
Added 31 mins ago
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First Nations/Métis/Inuit Candidates - Banking Centre Roles( BC Interior)
CIBC
Creston, BC · Golden, BC · Grand Forks, BC · Kamloops, BC · Kelowna, BC
- Full-time
…clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the…
Added 32 mins ago
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Customer Service Representative (Cantonese & Mandarin)
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 32 mins ago
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Customer Service Representative - Speedy Glass
Belron
Mississauga, ON · Speedy - Mississauga
- Full-time
You are the person who likes to set the tone for the customer’s experience. As a Customer Service Representative, you will create ease in a fast-paced, action-oriented role. You will enjoy…
Added 32 mins ago
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Représentant de services technique / Technical Field Service Representative
Hitachi
Mont-Saint-Hilaire, QC · (HE)Office_QC_Mont-Saint Hilaire
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 32 mins ago
Senior Manager, Community Affairs - New Brunswick
Bell
Fredericton, NB
…Manager, Community Affairs, to serve as Bell AI Fabric's strategic representative in the communities where we develop, construct, and operate our data centre campuses. This is not solely a…
Added 32 mins ago
Sales Representative - First Aid and Safety
Cintas
Calgary, AB
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling,…
Added 32 mins ago
Assistant Route Service Sales Representative (4-Day Workweek)
Cintas
Abbotsford, BC
Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and…
Added 46 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 46 mins ago
FB
Customer Service Representative
Farm Boy Inc.
London, ON
- From $17.95 CAD / hour
- Full-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 46 mins ago
UI
Store Manager
UAP Inc.
Fort Saskatchewan, AB
- Full-time
Provide excellent customer service and support sales growth by working with the store’s team, the sales representative, and the regional management team
Added 47 mins ago
IB
Représentant(e) de l’expérience client - saisonnier / Seasonal Customer Experience Representative
Indigo Books & Music
Laval, QC
- Part-time
…and that stories – big and little – connect us. Indigo is our customer’s happy place – for joyful moments of discovery and to connect with people who share their passion for reading, their…
Added 47 mins ago
Customer Acquisition Representative Intern – Summer 2027 (CAN)
Amazon
Toronto, ON
- Demonstrated Sales Experience: You have professional sales experience through internships, part-time roles, or full-time positions where you actively engaged in prospecting, cold calling,…

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

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