Find work in Canada.

531,137 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 29 mins ago
A
Spécialiste principal(e) en IA appliquée/ Senior AI Engineer
AUDELA
Montreal, QC
- Full-time
Prendre en charge un problème client, de la première description jusqu'à une solution fonctionnelle : comprendre le besoin, déterminer s'il demande un agent, un modèle classique, une…
Added 4 hours ago
P
Corporate Tax, Senior Manager
PwC
Calgary, AB
- Full-time
● Take ownership of client engagements across diverse industries and jurisdictions, delivering exceptional service and fostering long-term client relationships
Added 4 hours ago
D
Client Financial Services Agent
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
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…
Added 5 hours ago
P
Senior Associate Data Protection Operations
PwC
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON
- Full-time
Work closely with client focal points to provide regular updates (weekly/monthly/quarterly).
Added 7 hours ago
P
AML Analytics Manager
PwC
Toronto, ON
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 8 hours ago
C
Developer - Virtual Agent Administrator
CGI
Montreal, QC
- Full-time
The Developer will be responsible for developing and supporting our Service Desks local and hosted toolset including AI Virtual Agent solutions (Conversational, Generative and Agentic).
Added 8 hours ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Sous la supervision du Gestionnaire des douanes, l'Agent(e) des douanes est responsable de recueillir les informations nécessaires pour effectuer l'évaluation et le dédouanement des…
Added 8 hours ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Sous la supervision du Gestionnaire des douanes, l'Agent(e) des douanes est responsable de recueillir les informations nécessaires pour effectuer l'évaluation et le dédouanement des…
Added 8 hours ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Sous la supervision du Gestionnaire des douanes, l'Agent(e) des douanes est responsable de recueillir les informations nécessaires pour effectuer l'évaluation et le dédouanement des…
Added 9 hours ago
BA
Avocat·e en propriété intellectuelle ou Agent·e de marques de commerce
BCF Avocats d'affaires | Business Law
Montreal, QC
- Full-time
Un service de télémédecine 24-7 vous permettant d’avoir accès à des consultations médicales rapidement et sans déplacement;
Added 10 hours ago
P
Senior Software Developer in Test | Ingénieur·e logiciel senior en test
Plotly
Remote, Canada
- Full-time
- Remote
AI agent submissions should emphasize experience with our existing test library Dash Duo.
Added 1 day ago
A
Entry Level Advisory Development Program - Summer Analyst - Canada - NAELFY27
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
…and business transformation. They contribute to high-impact client work by applying foundational consulting, industry, analytic, and technical skills, while growing through continuous…
Added 1 day ago
PC
Senior Manager Cyber Generalist
PwC Canada
Toronto, ON
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 1 day ago
P
Senior Manager Cyber Generalist
PwC
Toronto, ON
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 1 day ago
P
January 2027 - Corporate Finance Non-CPA - 4 Month Co-op - Montreal
PwC
Montreal, QC
- Full-time
…Active Listening, Business Valuations, Buyouts, Capital Raising, Client Confidentiality, Client Management, Client Onboarding, Communication, Contract Negotiation, Contractual Agreements,…
Added 1 day ago
P
Capital Projects and Infrastructure, Infrastructure Project Finance, Director
PwC
Toronto, ON
- Full-time
Manage clients proactively, making client service a main priority and culture of the practice
Added 1 day ago
A
Software Developer
Actalent
Toronto, ON
- $24 to $33 CAD / hour
- Contract
…experiences. Drive AI-powered innovations through our Amanda agent an intelligent recomm engine that surfaces high-converting advertising opportunities for book publishers and the Books Ads…
Added 2 days ago
P
Financial Reporting and Tax Compliance, Senior Manager (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
Strong analytical capability, sound business sense and creative mind that have earned you a reputation of providing excellence in client service
Added 2 days ago
P
Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
…This is a delivery-first leadership role focused on execution, client outcomes, and scaling delivery capabilities rather than pure sales or advisory responsibilities. Your role will…
Added 2 days ago
QM
Agent service à la clientèle / Customer Service Associate
Quantum Management Services Ltd.
Montreal, QC
- Full-time
…être organisé et travailler en équipe ? Nous recherchons un agent du service à la clientèle pour rejoindre une entreprise bien établie qui connaît le succès depuis plus de 40…
Added 2 days ago
B-
Coordonateur/trice fret maritime / Ocean Freight Coordinator
BLV - Value Chain Partners
Pointe-Claire, QC
- Full-time
Le/la Coordonateur/trice Fret Maritime constitue l’épine dorsale opérationnelle des services de groupage de notre client, garantissant une exécution sans faille des expéditions LCL et FCL.…
Added 2 days ago
FG
Analyste Junior Paralegal
FDM Group
Montreal, QC
- Full-time
FDM is a global business and technology consultancy delivering client and industry driven solutions through our 5 core specialist Practices; Software Engineering, Data & Analytics, IT…
Added 2 days ago
SC
Agent de sécurité à Sainte Thérèse/vendredi et samedi de 22h à 10h à 24.56$/H
Securitas Canada
Sainte-Thérèse, QC
- Part-time
Salaire : 24,56 $ prime P1 et P4 incluses. Si l’agent a complété la formation pour le service à la clientèle ajouter 0,50$ ( prime P12) 25,06$ + prime de nuit 26.06$
Added 2 days ago
AA
Agent de Relance
Airbus Aircraft
Montreal, QC
- Full-time
…l'environnement pour qu'elle devienne un produit unique ou une expérience client exceptionnelle. Vos idées sont notre…
Added 2 days ago
M
Senior Software Engineer
Microsoft
Vancouver, BC
- Full-time
…operation at global scale. You will own technical areas spanning client experiences, architecture, and integrations with AI and agent services, and influence technical direction within your…

Desjardins

Client Financial Services Agent

Rouyn-Noranda, QC, Canada
Caisse Desjardins de Rouyn-Noranda, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Jan 1, 2027
Posting language: English
Posted: Oct 29, 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

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)

CAISSE DE ROUYN-NORANDA (30167 / CONV_COL_00060) (2019-04-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-12-31

Apply About employer

More about this job

Responsibilities

The agent provides personalized financial support to members and clients by offering solutions in investment, financing, and protection. They also assist advisors with business development, manage client requests, and help maintain strong business relationships.

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
Protection
Business development
Communication
Interpersonal savvy
Sales
Problem solving
Research
Relationship management
Action oriented
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
Protection
Business Development
Customer Service
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Sales
Relationship Management
Client Relations
Financial Advisor Support

Report this job