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Added 56 mins ago
Salesforce Technical Architect - Financial Services Cloud, Marketing Cloud & Data360 - Manager
EY
Toronto, ON · Montreal, QC
EY Studio+ is helping clients modernize how they sell, serve, engage, and operate through Salesforce Financial Services Cloud (FSC), Marketing Cloud, Data 360 (Formerly Data Cloud),…
Added 8 hours ago
HH
Saint John Registered Nurse Class A (RNCA) PCN 1254756
Horizon Health Network
Saint John, NB
- Full-time
…with Clinical Case Management Team- Responsibilities include client home visits, case management, medication administration and crisis…
Added 9 hours ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, Client engagement, financial planning, governance metrics, etc.) and cascade targets plans to…
Added 10 hours ago
SQ
Analyst, Technical Support Services
Sunlife Québec
Montreal, QC
- Full-time
Advocate for the broader Service Desk teams by answering agent questions, providing ongoing guidance, and empowering agents to make client-focused decisions.
Added 10 hours ago
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District Manager
Sunlife Québec
Quebec, QC
- Full-time
…plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, Client engagement, financial planning, governance metrics, etc.) and cascade targets plans to…
Added 10 hours ago
SQ
District Manager
Sunlife Québec
Levis, QC
- Full-time
…plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, Client engagement, financial planning, governance metrics, etc.) and cascade targets plans to…
Added 13 hours ago
T
VP, Advanced Client Analytics
TD
Toronto, ON
- Full-time
The Vice President, Advanced Client Analytics will be accountable to build, manage and operationalize an AI and Agent enabled Client insights factory to connect client feedback, operational…
Added 13 hours ago
SL
Analyst, Technical Support Services
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Advocate for the broader Service Desk teams by answering agent questions, providing ongoing guidance, and empowering agents to make client-focused decisions.
Added 14 hours ago
P
Corporate Tax, Senior Manager
PwC
Calgary, AB
- Full-time
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax…
Added 14 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 14 hours ago
D
Advisory Agent, Member and Client Experience
Desjardins
Montmagny, QC · Caisse Desjardins de la MRC de Montmagny
- Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 15 hours ago
D
Agent-conseil ou agente-conseil, Expérience membre et client
Desjardins
Labelle, QC · Rivière-Rouge, QC
- Part-time
Understanding of the philosophy and fundamentals of financial services cooperatives
Added 16 hours ago
D
Advisory Agent , Member and Client Experience
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 17 hours ago
Senior Forward Deployed AI Engineer
Bell
Mississauga, ON
…innovative, customer-centric processes, policies, products and services, while upholding our Customer-First Commitments to make it easier for customers to do business with…
Added 17 hours ago
BS
Bilingual Customer Service Representative
Bilingual Source
Barrie, ON
- $46,000 to $58,000 CAD / year
- Full-time
Our client, a growing company in the financial services sector, is looking for a Bilingual Collections Agent to join its Barrie team. This opportunity is ideal for someone with previous…
Added 18 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 19 hours ago
Client Care Agent (12 month term) - Strathmore
Agriculture Financial Services Corporation
Strathmore, AB
As the Client Care Agent, you are a self-starter and a great communicator. You bring a passion for outstanding client service, and knowledge of Alberta and the Agriculture industry. You are…
Added 19 hours ago
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Advisory Agent, Member and Client Experience
Desjardins
Chambly, QC · Caisse Desjardins du Bassin-de-Chambly
- Full-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 20 hours ago
PG
Deposit Administrator (12-Month Contract)
Peoples Group
Toronto, ON
- Full-time
…account openings, deposit processing, reconciliations, and agent account management. This role is ideal for a detail-oriented professional with a strong commitment to service excellence and…
Added 20 hours ago
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System Administrator
TekStaff IT Solutions
Toronto, ON
- Contract
- Previous experience in banking or financial services
Added 21 hours ago
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Operations Manager (Civil/FTTH Construction)
Telecon
Saskatoon, SK
- Full-time
…contract management, field activities, sub-contractors and client relationships according to Telecon’s…
Added 1 day ago
UO
Senior Officer, Finance
University of Ottawa
Ottawa, ON · University Centre
- Full-time
Financial: Administer the ongoing financial transaction processes for the sector, to maintain financial integrity and transparency and to ensure compliance with established policies. Act as…
Added 1 day ago
T
Scrum Master I
TD
Toronto, ON
- Full-time
Drives continuous improvement and change, acting as a change agent to adapt processes to maximize productivity across work efforts
Added 1 day ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
As a Manager within our Mobility – Expatriate Tax team, you will lead the delivery of cross‑border tax services for globally mobile employees, executives, and their employers. You will…
Added 1 day ago
Global Mobility - Expatriate Tax - Senior Manager - Toronto
EY
Toronto, ON
We are currently seeking a Senior Manager to join our People Advisory Services – Mobility Tax practice in Toronto. Our People Advisory Services practice (PAS) provides high-quality…

Desjardins

Client Financial Services Agent

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

Full-time

Apply About employer

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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

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