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Added 3 mins ago
AL
Business Development Representative
AGAT Laboratories
Calgary, AB
- Full-time
Act as a trusted advisor, addressing client needs and exceeding expectations.
Added 17 mins ago
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Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 17 mins ago
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Private Banker
RBC
Mississauga, ON
- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 17 mins ago
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Solutions Architect
dentsu
Calgary, AB
- Full-time
This is not a hands-on implementation role. It's an opportunity to become a trusted advisor, strategic consultant, and solution visionary who helps clients connect technology investments to…
Added 17 mins ago
ScotiaMcLeod Administrative Support Assistant - London, ON
Scotiabank
London, ON
Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor
Added 17 mins 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 17 mins ago
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Customer Service Representative
ENMAX
Calgary, AB · ENMAX Place, Calgary, AB
- Part-time
As an ENMAX Customer Service Representative, you will represent the ENMAX brand by delivering exceptional customer service as a trusted advisor to Albertans for their energy needs.
Added 33 mins ago
Communications Advisor
City of Edmonton
AB
…section, is seeking a collaborative and proactive Communications Advisor to help elevate how the City communicates with Edmontonians and the…
Added 33 mins ago
PA
Junior Parts Advisor
Pfaff Automotive Partners Inc.
Newmarket, ON
- Full-time
We are seeking a dedicated and enthusiastic Junior Parts Advisor to join our dynamic team at Volkswagen of Newmarket. Now in partnership with North America’s largest automotive retailer,…
Added 48 mins ago
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Advisor, Rapid Transit Analysis
Metrolinx
Toronto, ON
- Full-time
Our Rapid Transit Insights team is currently seeking an Advisor for a 18 months contract role to join their team. Reporting to the Manager, Rapid Transit Insights, the Advisor will carry…
Added 48 mins ago
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Banking Advisor
RBC
Thompson, MB
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 48 mins 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 1 hour ago
HR
Beauty Advisor - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 hour ago
HR
Specialist, Designated Beauty Advisor (DBA) - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 1 hour ago
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Associate Financial Advisor - Labrador City, NL
CIBC
Labrador City, NL
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
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Senior Financial Advisor - CIRO-MFD/AMF - Bathurst
CIBC
Bathurst, NB
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 1 hour ago
CA
Parts & Service Advisor
Capital Automotive Group
Regina, SK · Titan Automotive
- Full-time
Join Our Dream Team as a Parts & Service Advisor!
Added 1 hour ago
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Full-Time Professor, Automotive Service Technician/Motive Power Technician
Algonquin College
Ottawa, ON
- Full-time
…offered to learners, and serving as program coordinator, academic advisor or curriculum…
Added 1 hour 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 1 hour ago
Financial Advisor - Elliot Lake, ON
Scotiabank
ON · Elliot lake, ON
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 1 hour ago
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Member Services Coordinator  (12 month contract)
CIRO / OCRI
AB · Vancouver, BC · Toronto, ON · Montreal, QC · Calgary, AB
- Full-time
Prepares the Advisor Update (published biweekly) and collaborates closely with the Corporate Communications and Public Affairs team.
Added 1 hour ago
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ELYSIS – Directeur(trice), Ressources humaines et Communications / Director, Human Resources & Communications
Rio Tinto
Montreal, QC
- Full-time
Added 1 hour ago
Senior Sales Advisor, Saint Laurent
VinFast Recruitment
Montreal, QC · Saint-Laurent, QC
…process of becoming VinFast vehicle owners. The Senior Sales Advisor is responsible for the sale of VinFast Canada electric vehicles directly to clients. This role will support the sales…
Added 2 hours ago
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Client Advisor
RBC
Sudbury, ON
- Full-time
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Added 2 hours ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
Our Team is Growing - We’re Hiring an Associate Advisor in Toronto.

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

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