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Added 10 mins ago
Senior ServiceNow Specialist
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Calgary, AB
Partner with business stakeholders to identify improvement and automation opportunities.
Added 24 mins ago
FH
Interim Office Manager
Fairmont Hotels & Resorts
Jasper, AB
- Temporary
…mandate to modernize departmental processes through technology, automation and smarter ways of working. Beyond managing daily administrative responsibilities, the successful candidate will…
Added 24 mins ago
CG
People Business Partner
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- Full-time
Credit Genie is hiring a People Business Partner to shape how we evaluate performance, develop talent, and reward meaningful results. Reporting to the Chief People Officer, you will advise…
Added 25 mins ago
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- Full-time
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- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 25 mins ago
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Within this framework, Veolia's Water Technology Business brings together a dedicated team of experienced professionals committed to tackling the world’s most complex challenges related to…
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Lead Software Engineer, Full-Stack Applications - AI Fluent
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- $180,000 to $220,000 CAD / year
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…AI specialist, but you should be excited to explore how AI, automation, and modern engineering practices can improve developer productivity, analyst experience, decision support, and…
Added 25 mins ago
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Senior Revenue Enablement Specialist, Digital
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- $90,000 to $100,000 CAD / year
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…operational efficiency with reliable, secure, and sustainable automation…
Added 25 mins ago
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Added 25 mins ago
Director, Learning & Development, Operations
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Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
…is a hands-on leadership role for someone who can build new systems and ways of working while keeping day-to-day operations running well. You will lead a multidisciplinary operations team,…
Added 25 mins ago
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knowledge bases or documentation systems (e.g., using vector search,
Added 25 mins ago
Sr. Engineer, Mixed Signal ASIC Systems
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…decades, quartz devices, non-silicon technology, have kept systems in sync, but they struggle in harsher, more demanding environments. MEMS-based Precision Timing delivers greater accuracy,…
Added 39 mins ago
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Technical Support Coordinator – 2-Month Fixed-Term (Markham, On-Site)
Sentrex Health Solutions
Markham, ON
- Full-time
Work Hours: Monday to Friday - standard business hours
Added 54 mins ago
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Staff Product Manager, Professional Experience
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…millions of consumers save money, conserve energy, and bring home automation into their lives. That was just the beginning. We continue our pursuit to create technology that brings peace of…
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Director, Learning & Development, Operations
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…is a hands-on leadership role for someone who can build new systems and ways of working while keeping day-to-day operations running well. You will lead a multidisciplinary operations team,…
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Added 54 mins ago
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Salesforce Developer
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Added 54 mins ago
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Director, Learning & Development, Operations
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…is a hands-on leadership role for someone who can build new systems and ways of working while keeping day-to-day operations running well. You will lead a multidisciplinary operations team,…
Added 54 mins ago
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Director, Learning & Development, Operations
Canada Life
Toronto, ON
- Full-time
…is a hands-on leadership role for someone who can build new systems and ways of working while keeping day-to-day operations running well. You will lead a multidisciplinary operations team,…
Added 54 mins ago
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Director, Learning & Development, Operations
Canada Life
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- Full-time
…is a hands-on leadership role for someone who can build new systems and ways of working while keeping day-to-day operations running well. You will lead a multidisciplinary operations team,…
Added 54 mins ago
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Lead Data Engineer
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- Full-time
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Added 1 hour ago
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Project Manager II, Consulting
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Project Manager II, (Automation I&C) Consulting
Added 1 hour ago
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Agentic AI Developer
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Desjardins

Client Financial Services Agent

Montreal, QC, Canada
Caisse Desjardins Hydro, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

The work mode arrangement for the position is full-time on site.

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
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

Communicates effectively, Interpersonal Savvy, 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

2026-10-26

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 with business development, manage client requests, and help colleagues with administrative tasks.

Requirements

Candidates must have an Attestation of Collegial Studies and at least three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Financial services
Investment
Financing
Business development
Communication
Interpersonal savvy
Asset management
Sales
Compliance
Relationship management
Problem solving
Situational adaptability

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
Business Development
Customer Service
Compliance
Financial Cooperatives
Sales
Account Opening
Accord D Financing
Telemedicine
Pension Plan
Client Relations

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