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Added 57 mins ago
OH
Lead, Performance, Accountability & Funding Allocation
Ontario Health | Santé Ontario
Mississauga, ON
- Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
Added 57 mins ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
As part of Manulife Investments, you’ll join a high-performing wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth…
Added 1 hour ago
CE
Environment & Safety Advisor
Cooper Equipment Rentals Limited
Mississauga, ON
- Full-time
Continuous training, learning and development opportunities
Added 1 hour ago
SA
Career Advisor
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
The role helps learners build career success strategies, including resume and cover letter development, interview preparation, networking, and professional skills. In partnership with…
Added 2 hours ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 2 hours ago
B
Senior Relationship Manager
BMO
Halifax, NS · Charlottetown, PE · Nova_Ctr
- Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 2 hours ago
ScotiaMcLeod Administrative Support Assistant - London, ON
Scotiabank
London, ON
Learning and Development – free access to Scotia Academy to upskill and develop your skills
Added 2 hours ago
Senior Policy Advisor
Government of Alberta
AB
As a Senior Policy Advisor, you will lead complex policy and research initiatives, analyze data and emerging trends, build strategic relationships with external partners, and support…
Added 2 hours ago
E
Customer Service Representative
ENMAX
Calgary, AB · ENMAX Place, Calgary, AB
- Part-time
Self-Motivated and Growth-Oriented - You’re driven by a passion for continuous learning. You value constructive feedback and see coaching as an essential tool for personal and professional…
Added 2 hours ago
UO
Academic and Career Advisor
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
- $7,158.42 to $10,292.25 CAD / month
- Part-time
…generalists, or are assigned to a specific faculty as a specialist advisor. Advisors are responsible for delivering and evaluating student services to support student learning based on the…
Added 3 hours ago
HR
Beauty Advisor - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
A job at Holt Renfrew offers a competitive total compensation, a generous employee discount, pension, and health & dental benefits, tuition assistance, and continuous learning and…
Added 3 hours ago
HR
Specialist, Designated Beauty Advisor (DBA) - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
A job at Holt Renfrew offers a competitive total compensation, a generous employee discount, pension, and health & dental benefits, tuition assistance, and continuous learning and…
Added 3 hours ago
AC
Full-Time Professor, Automotive Service Technician/Motive Power Technician
Algonquin College
Ottawa, ON
- Full-time
· the development and creation of a learning environment that is conducive to success for all students
Added 3 hours ago
Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE
Scotiabank
Pickering, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 3 hours ago
Financial Advisor - Elliot Lake, ON
Scotiabank
ON · Elliot lake, ON
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 3 hours ago
LC
Sr. Manager, Media Strategy - 12 Month Contract
Loblaw Companies Limited
Montreal, QC
- Full-time
As a trusted advisor to Marketing, Merchandising, Loyalty, and Category teams, this individual leverages customer insights, business performance data, and media expertise to identify growth…
Added 3 hours ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · Langley, BC
- Part-time
Focus on own development and learning, complete all training as assigned for on-going development.
Added 4 hours ago
T
Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices through leading joint sales and product learning and…
Added 4 hours ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 4 hours ago
D
Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
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 4 hours ago
Senior Financial Advisor - 1st and Renfrew Branch - Vancouver, BC
Scotiabank
Vancouver, BC
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 4 hours ago
S
Beauty Advisor - Part Time
Sephora
Peterborough, ON
- $19.2 to $22.6 CAD / hour
- Part-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 4 hours ago
VC
Clinical Operations Supervisor (RPN/RN) - Long Term Care
Vancouver Coastal Health
Richmond, BC
- $52.39 to $66.65 CAD / hour
- Temporary
Practices within the standards of professional practice and code of ethics for Registered Nurses or Registered Psychiatric Nurses as outlined by the British Columbia College of Nurses and…
Added 5 hours ago
T
Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…

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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