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Added 8 mins ago
BF
Senior Manager, Digital and Customer Applications
BC Ferries
BC · British Columbia, Canada
- Full-time
BC Ferries is embarking on a bold, multi-year transformation of our business and the way we work. This evolution is focused on strengthening the experience for both our customers and…
Added 8 mins ago
FA
Supervisor, Departure Control Systems
Flair Airlines
Toronto, ON
- Full-time
Join the OCC and Planning team at Flair as a Supervisor, Departure Control Systems, where you will play a key role in overseeing daily Departure Control operations to ensure accurate,…
Added 8 mins ago
CO
Director, Health, Safety, & Organizational Resilience
City of Saint John
Saint John, NB
- Full-time
…necessary for sustainable adoption of new policies, practices, systems, and…
Added 8 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
…information management functions. This role ensures that corporate systems - including major enterprise systems and other business applications - are reliable, secure, and aligned with…
Added 8 mins ago
T
Data Analyst - FTT
TransLink
Vancouver, BC · Greater Vancouver, BC
- $8,236 to $9,896 CAD / month
- Temporary
Performs data analysis of Enterprise data and provides expertise and advice to business and BTS stakeholders on the application of Data Management practices and principles. Supports the…
Added 8 mins ago
NI
HVAC Sales Manager-Western Canada
Navien, Inc.
Canada
- Full-time
Develop new business opportunities in residential and commercial markets which are in turn pulled through the plumbing wholesale channel
Added 8 mins ago
TA
Agentic AI Architect
Tiger Analytics
Canada
- Full-time
…for multiple Fortune 500 companies, enabling them to generate business value from data. Our business value and leadership has been recognized by various market research firms, including…
Added 9 mins ago
AP
Senior Systems and Network Administrator Business Technology (Vancouver, BC)
Anthem Properties
Vancouver, BC
- Full-time
We’re looking for a hands-on Systems and Network Administrator to join our Business Technology Infrastructure team as a Senior Systems and Network Administrator. You will own the health,…
Added 9 mins ago
EB
Senior Financial Analyst, Financial Data & Systems
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
Maintenance of Financial Data & Systems (45%)
Added 9 mins ago
BE
Office Administrator
BGC Engineering
Calgary, AB
- Full-time
Ability to learn and adapt to new systems, tools, and processes
Added 9 mins ago
K
Account Executive
Kiocafe
Toronto, ON
- Full-time
…coffee kiosks, cold brew stations, and self-service beverage…
Added 9 mins ago
K
Marketing Manager
Kiocafe
Toronto, ON
- Full-time
…coffee kiosks, cold brew stations, and self-service beverage…
Added 9 mins ago
K
Junior UX/UI Designer
Kiocafe
Toronto, ON
- Full-time
…coffee kiosks, cold brew stations, and self-service beverage…
Added 9 mins ago
K
Global Human Resources Manager
Kiocafe
Toronto, ON
- Full-time
…coffee kiosks, cold brew stations, and self-service beverage…
Added 9 mins ago
SC
Customer Rebate Sales Analyst (18 months contract)
Staples Canada
Canada
- Full-time
…education and experience. Strong knowledge of administrative business operating systems. Exposure to enterprise/fortune 500 accounts, sales, billing, receivables, and information services…
Added 9 mins ago
B
Finance Manager
BGIS
Markham, ON
- Full-time
…competing priorities while interacting and influencing both business leads and customers with financial insights that drive bottom line results or improve customer…
Added 9 mins ago
SC
Facility Asset Management Engineer
Strathcona County
Sherwood Park, AB
- Full-time
…longevity of our community’s essential facilities and building systems? If so, we have an exciting opportunity as a Facility Asset Management Engineer where your expertise will assist with…
Added 23 mins ago
A
Senior Full Stack Developer
Affinity
BC · British Columbia, Canada
- Contract
Conduct high-level analysis of possible program/systems solutions;
Added 23 mins ago
GT
Senior Business Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $70 to $72 CAD / hour
- Contract
You'll be joining the Global Derivatives Technology (Capital Markets Technology) team. As a Business Systems Analyst, you'll play a pivotal role in designing and delivering technology…
Added 23 mins ago
ET
Manager Marketing & Communications
E2IP TECHNOLOGIES
Montreal, QC
- Full-time
Turn business objectives into annual and quarterly marketing plans with clear goals, owners, timelines, and budgets
Added 23 mins ago
EB
Senior Financial Analyst, Financial Data & Systems
EQ Bank
Toronto, ON
- Full-time
Maintenance of Financial Data & Systems (45%)
Added 24 mins ago
KG
Advisor, Contracts and Procurement
Kinross Gold Corporation
Red Lake, ON
- Full-time
…contracts, vendor documentation, procurement records, and related systems and…
Added 24 mins ago
SP
Senior Sales Director - Aerospace and Defence
Solace Power
Mount Pearl, NL
- Full-time
Minimum of ten (10) years of progressive sales and business development experience, including substantial direct experience selling technology, components, systems or engineering solutions…
Added 24 mins ago
LM
Medical Lab Technician
LifeLabs Medical Laboratory Services
Sudbury, ON · Greater Sudbury, ON
- Part-time
…laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners to diagnose, treat, monitor and prevent disease. We are passionate…
Added 24 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Bachelor's degree in Finance, Accounting, Business Administration, Health Administration, or a related field.

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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