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Added 7 mins ago
RH
Sr. Coordinator, Awareness
Rick Hansen Foundation
Richmond, BC
- Full-time
…our people. We are committed to building a diverse workforce representative of the communities we serve. We welcome applications from all qualified candidates including Indigenous peoples,…
Added 7 mins ago
H
Acute Care Manager Assiniboia
HealthCareersInSask.ca
Assiniboia, SK
- Full-time
…objectives of the SHA. The Manager supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course…
Added 22 mins ago
AI
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Lead major pursuit strategies, partnerships, and business development initiatives.
Added 22 mins ago
AI
National Market Sector Lead - Healthcare
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Toronto, ON
- Full-time
Lead major pursuit strategies, partnerships, and business development initiatives.
Added 22 mins ago
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National Market Sector Lead - Healthcare
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Vancouver, BC
- Full-time
Lead major pursuit strategies, partnerships, and business development initiatives.
Added 22 mins ago
RM
Administrative Services Representative
Regional Municipality of Peel
Mississauga, ON
- Other
The Role: Reporting to the Supervisor, Income and Social Supports, you will provide financial, technology, business and policy support, and document services that enable effective delivery…
Added 22 mins ago
L
Senior Financial Service Representative - Office 1547
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- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 22 mins ago
Catalog Sales Representative
Cintas
Quebec, QC
Cintas is seeking a Catalog Sales Representative to proactively up-sell current customer accounts with products from the Cintas catalog. Products from our catalog line include, but are not…
Added 22 mins ago
CC
Catalog Sales Representative
Cintas Canada
Quebec, QC
- Full-time
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Added 22 mins ago
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Pharmaceutical Sales Representative - Endocrinology
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Added 22 mins ago
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Customer Service Representative
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Hamilton, ON
- Full-time
Do you want to play a key role in our business operations and deliver an exceptional customer experience in a dynamic environment? The Customer Service Representative position could be the…
Added 22 mins ago
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Pharmaceutical Sales Representative - Endocrinology
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Pharmaceutical Sales Representative – Endocrinology
Added 22 mins ago
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Customer Success Representative
Global Relay
Vancouver, BC
- Full-time
As a Customer Success Representative, you will be responsible for building strong relationships with assigned customers, ensuring satisfaction with Global Relay products and services, and…
Added 37 mins ago
AF
Senior Financial Service Representative - Office 1547
Attain Finance
Brampton, ON
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 37 mins ago
M
Sales Development Representative - Oshawa
Medfar
Oshawa, ON · Ottawa, Ontario
- Full-time
As a Sales Development Representative (Province of Ontario), you will be involved in MEDFAR's sales activities. The incumbent will be involved in the business development and sale of MYLE,…
Added 37 mins ago
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Scheduling Coordinator – Mississauga (Full-Time)
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Scheduling Coordinator – Toronto (North York) (Full-Time)
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Scheduling Coordinator - Care Access Representative - Peterborough (Full-Time)
Added 37 mins ago
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Scheduling Coordinator – Ottawa (Full-Time)
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Scheduling Coordinator - Care Access Representative - Ottawa (Full-Time)
Added 37 mins ago
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Scheduling Coordinator – Whitby (Full-Time)
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Added 37 mins ago
LC
Inbound Sales Development Representative - Hospitality
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
We’re looking for a Sales Development Representative (Hospitality) to join our growing NoAm team! This role is the first point of contact our potential customers have with our sales team.…
Added 37 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Generate referral and repeat business opportunities.
Added 37 mins ago
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Pharmaceutical Sales Representative - Endocrinology
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Vancouver, BC
- Full-time
Pharmaceutical Sales Representative – Endocrinology
Added 52 mins ago
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Pharmaceutical Sales Representative - Endocrinology
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AB · Edmonton, AB
- Full-time
Pharmaceutical Sales Representative – Endocrinology

Desjardins

Client Financial Services Agent

Shawinigan, QC, Canada
Caisse Desjardins du Centre-de-la-Mauricie, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Nov 2, 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-12

Apply About employer

More about this job

Responsibilities

You will provide personalized financial support to clients, helping them with investment, financing, and protection needs. Additionally, you will assist in business development, manage client requests, and help colleagues with administrative tasks.

Requirements

The role requires an Attestation of Collegial Studies and a minimum of 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 advice
Financing
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
Relationship Management
Sales Development

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