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Added 6 mins ago
MG
Assistant Store Manager
Mind Games
Oshawa, ON
- Full-time
Hello! Mind Games are opening doors for new applicants! Do you want to become one of the minds of our company? This is the opportunity to take!Mind…
Added 16 mins ago
PC
Junior Security Analyst
ProServeIT Corporation
Charlottetown, PE
- Full-time
Opening new service desk tickets or update existing tickets in order to track event handling through its lifecycle to resolution and closure.
Added 20 mins ago
4A
Service Advisor - Subaru of North Bay
401 Auto
North Bay, ON
- Full-time
This posting reflects a current and active opening.
Added 35 mins ago
Financial Service Representative
Money Mart
Toronto, ON
Support branch opening and closing procedures, including completing all required paperwork accurately.
Added 35 mins ago
Financial Service Representative
Money Mart
Milton, ON
Support branch opening and closing procedures, including completing all required paperwork accurately.
Added 51 mins ago
WM
Sales Associate Full Time - Fairview Mall
Wow! Mobile Boutique
Toronto, ON
- Full-time
Complete daily operations tasks, such as opening & closing the kiosk
Added 51 mins ago
WM
Sales Associate Full Time - Erin Mills Town Centre
Wow! Mobile Boutique
Mississauga, ON
- Full-time
Complete daily operations tasks, such as opening & closing the kiosk
Added 51 mins ago
Account Coordinator
Univar Solutions
Toronto, ON
Actively work with account managers to develop new business and create growth with Univar’s current customer base
Added 51 mins ago
HR
Registered Practical Nurse - Alternative Level of Care (Church Reactivation Care Centre)
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Since opening our doors in 2015 as North America’s first fully digital hospital, we remain unwavering in our belief that we can change the hospital where we work, the community where we…
Added 1 hour 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 1 hour 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
MG
Retail Store Manager
Mind Games
Peterborough, ON
- Full-time
Added 1 hour ago
D
Modeling & Risk Management - Senior Risk Analyst
Driven
ON · Ontario, Canada
- Full-time
Vacancy Status: This is for a current opening.
Added 1 hour ago
4A
Product Sales Specialist
401 Auto
ON · Niagara, Ontario
- Full-time
This posting reflects a current and active opening.
Added 1 hour 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 1 hour ago
UO
Urban Outfitters Key Holder
Urban Outfitters
Quebec, QC
- Part-time
Supports the store management team by participating in daily opening and closing office procedures and operational tasks and projects
Added 1 hour 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 1 hour 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 2 hours ago
Administrative Assistant/Provincial Offences Act (POA) Clerk - Internal
City of Kenora
Kenora, ON
…virtual attendees via Zoom during court proceedings, court opening/closing/swearing in/arraignment, endorsing court documents, preparation and updating of court…
Added 2 hours ago
Administrative Assistant/Provincial Offences Act (POA) Clerk
City of Kenora
Kenora, ON
…virtual attendees via Zoom during court proceedings, court opening/closing/swearing in/arraignment, endorsing court documents, preparation and updating of court…
Added 2 hours ago
A
Host-Hostess- WINTER-Full Time
Alterra
The Blue Mountains, ON · Blue Mountain Resort LP
- Full-time
Assists with opening, closing and side duties that include bussing tables, cleaning, stocking, folding silverware etc
Added 2 hours 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 3 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 3 hours ago
MM
Interim Branch Manager (12 month contract)
Money Mart
Toronto, ON
- Temporary
Added 3 hours ago
MP
Quality Control: Shipping / Receiving - Midnights
Mastronardi Produce
Kingsville, ON
- Full-time

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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