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Added 6 mins ago
PT
Accounts Receivable Specialist
Paladin Technologies
Vancouver, BC
- Full-time
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Added 6 mins ago
IW
Senior Analyst Finance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 6 mins ago
PT
Service Billing
Paladin Technologies
Toronto, ON
- Full-time
Support for client services and operational departments, assisting with presentations and document preparation for customer facing reports.
Added 6 mins ago
IW
AVP HR Service Delivery & Technology
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Role: This is an opportunity to shape how HR works and how people experience HR at IGM. As AVP, HR Services Delivery and Technology, you will help turn our future-state service model…
Added 21 mins ago
PH
Data Lead, BC Health Workday
Provincial Health Services Authority
BC · British Columbia, Canada
- Full-time
…part of the BC Health Human Resources Strategy to transform HR services. Designed by Workday Canada, the new provincial platform will replace existing HR and payroll systems in the health…
Added 21 mins ago
CC
Carpenter
Cameco Corporation
SK · Saskatchewan, Canada
- Full-time
At Cameco we understand the value of a diverse workforce and we embrace, encourage and support workplace inclusion and diversity. New ideas, perspectives, experiences, and expertise make…
Added 21 mins ago
O
NA Sales Representative, Commercial EXA & Hardware Sales Specialist
Oracle
Canada
- Full-time
Coordinates with the other members of the sales team (employees and partners) to support account sales and business development strategies.
Added 21 mins ago
PH
Medical Laboratory Technologist - Whistler
Provincial Health Services Authority
Whistler, BC
- Full-time
Moving Support – Financial assistance may be available to help you make the move.
Added 21 mins ago
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Laboratory Assistant - Abbotsford Regional Hospital
Provincial Health Services Authority
Vancouver, BC
- Temporary
…collections of fine needle aspirations by providing clerical…
Added 21 mins ago
PH
Laboratory Assistant - Abbotsford Regional Hospital
Provincial Health Services Authority
Vancouver, BC
- Full-time
…collections of fine needle aspirations by providing clerical…
Added 21 mins ago
PH
Laboratory Assistant - Abbotsford Regional Hospital
Provincial Health Services Authority
Vancouver, BC
- Temporary
…collections of fine needle aspirations by providing clerical…
Added 21 mins ago
BA
FIRST IMPRESSIONS REPRESENTATIVE
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Job Summary: The First Impressions Representative is responsible for receiving customer phone calls courteously and respectfully, discovering the needs of Birchwood customers, and directing…
Added 21 mins ago
Q
Service Representative (Warranty), serviceQ
Qualico
AB · Edmonton, AB
- Full-time
Reporting to the Manager, Service, as the Service Representative (Warranty) you are responsible for addressing warranty service needs for homeowners, taking the initiative to complete…
Added 21 mins ago
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Full Time Sales Representative (Koodo) | Southgate Centre
TELUS
Edmonton, AB
- Full-time
We strive to ensure you have the support and resources you need to be successful at work and at home
Added 21 mins ago
MC
Sales Merchandiser - Part Time
Merchandising Consultants Associates
High Level, AB
- $16 to $20 CAD / hour
- Part-time
- Contract
…mission is to provide executional excellence and agile in-store support, so brands thrive where it matters most, on the shelf and in the hands of…
Added 21 mins ago
MC
Sales Merchandiser - Part Time
Merchandising Consultants Associates
Valleyview, AB
- $16 to $19 CAD / hour
- Part-time
- Contract
…mission is to provide executional excellence and agile in-store support, so brands thrive where it matters most, on the shelf and in the hands of…
Added 21 mins ago
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Field Technical Service Representative (Full Time Seasonal)
Best Buy Canada
Kelowna, BC
- Full-time
You’ll love it here! We are hiring immediately for a field technical service representative, which at Best Buy we call a field service agent.
Added 21 mins ago
BB
Field Technical Service Representative (Full Time Seasonal)
Best Buy Canada
Langley (District), BC
- Full-time
You’ll love it here! We are hiring immediately for a field technical service representative, which at Best Buy we call a field service agent.
Added 21 mins ago
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Client Experience Specialist/ Customer Service Representative
National Seating & Mobility
Kamloops, BC
- Full-time
Welcome and support clients in person, by phone and by email.
Added 51 mins ago
LH
2600002876 - Registered Practical Nurse
Lakeridge Health
Ajax, ON
- Full-time
…accessible. We are committed to employing a workforce that is representative of the diverse community we provide services to and welcome applications from all qualified applicants from all…
Added 51 mins ago
B
Facility Manager III
BGIS
Toronto, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 51 mins ago
B
Regional Operations Manager, Cleaning Services
BGIS
Calgary, AB
- Part-time
…providing environmentally responsible and high-quality cleaning services. Our mission is to create healthier, cleaner environments for our clients while minimizing our ecological impact. As…
Added 1 hour ago
Senior Architectural Contract Construction Administrator (Prince George, BC)
DIALOG
Vancouver, BC
Serve as a senior architectural representative within the integrated Alliance project team.
Added 1 hour ago
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Health Care Aide - Certified - Repost
Southern Health-Santé Sud
Altona, MB
- Full-time
…Nurse as team leaders, the Health Care Aide (HCA) provides support and assistance to residents/patients in Activities of Daily Living (ADLs) as identified in the care plan. The HCA works to…
Added 1 hour ago
GO
Trades Helper
Government of Manitoba
Reynolds, MB
- Full-time
…important role that each person plays in delivering exceptional services, programs and support to the province. Your important contributions are recognized with a comprehensive package of…

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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