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Added 31 mins ago
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Senior Sales Manager
BoomerangFX
ON · Ontario, Canada
- Full-time
selling solutions into small-medium sized business: 5 years (preferred)
Added 31 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
City Wide, the nation's leading management company in the building maintenance industry, provides solutions to a wide range of issues clients face at their facilities. In this position, you…
Added 31 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
City Wide, the nation's leading management company in the building maintenance industry, provides solutions to a wide range of issues clients face at their facilities. In this position, you…
Added 31 mins ago
T
QA Engineer- Salesforce Marketing Cloud (SFMC)
Tru
Toronto, ON
- Full-time
…communications across SFMC. The role will work closely with Marketing, Business Analysts, SFMC Developers, Data/Integration teams, and Product stakeholders to ensure solutions meet…
Added 31 mins ago
MN
Grocery Merchandiser
Mosaic North America
Levis, QC
- Part-time
Company: Mosaic Sales Solutions Canada Operating Co
Added 31 mins ago
T&
Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
Turner & Townsend
Toronto, ON
- Full-time
Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 31 mins ago
C
Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC
- Full-time
This role is in support of Cencora's patient and provider support and pharma commercialization services in Canada marketed through our Innomar Strategies business.
Added 45 mins ago
S
Intermediate Environmental Specialist
SUMMIT
Calgary, AB
- Full-time
…Biologists, Chemists and Agrologists, technical administrators, business development and health and safety professionals, and an in-house IT…
Added 1 hour ago
LC
Senior Analyst, Loss Prevention Analytics
Loblaw Companies Limited
Brampton, ON
- Full-time
Does working with some of Canada’s most talented minds in innovation supporting retail, digital consumer solutions and analytical platforms excite you? Loblaw Technology powers some of…
Added 1 hour ago
OC
Senior Operations Manager
Ontario Clean Water Agency
OCWA - KT West Cluster Office
- Full-time
…clients/partners on preventative maintenance strategies and technical solutions to support client operations and OCWA business development…
Added 1 hour ago
SG
Software Engineer – Full-Stack (React, TypeScript, Java)
S&P Global
Toronto, ON
- Full-time
…Intelligence, delivers information-centric capital markets and risk solutions for trading desks and their risk management partners - spanning counterparty credit risk, xVA, market risk, and…
Added 1 hour ago
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Financial Planner Relationship Manager
RBC
Stratford, ON
- Full-time
…planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can…
Added 1 hour ago
UO
Lead Coordinator, Academic Affairs
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
…service standards. Coordinate follow-up activities related to business travel and travel expense reimbursement requests, verify that information and supporting documents are complete, and…
Added 1 hour ago
T
DevOps Engineer
TD
Toronto, ON
- Full-time
You will contribute to DevOps and release solutions, implement and maintain CI/CD pipelines, support application deployments, and help continuously improve automation, reliability,…
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
…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…
Added 1 hour ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 1 hour ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
The Capital Markets arm of CIBC serves corporate, government, and institutional clients with innovative solutions and value-added services. From actionable ideas to tailored financing…
Added 1 hour ago
CO
Coordinator, Marketing (Performing Arts)
City of Brampton
Brampton, ON
- Full-time
…best practices. Build and maintain relationships with local business communities, media, municipal staff, and other related organizations as appropriate. Clear understanding of the City as…
Added 1 hour ago
HT
PD Software for Service
Husky Technologies
Bolton, ON
- Full-time
…cohesively with a variety of different teams from across the business globally to complete…
Added 1 hour ago
HT
Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
Collaborate with business development teams and customers to understand technical challenges and develop practical application and processing solutions
Added 1 hour ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…positions us to serve customers who seek differentiation through solutions that provide speed, flexibility and maximum productivity. This capability is at the core of our mission and…
Added 1 hour ago
K
SOC T3 Expert
Kyndryl
Barrie, ON
- Full-time
Engaging across the organization and partnership with a diverse set of IT and business stakeholders, awareness of business needs for delivery and agility and to ensure security topics…
Added 1 hour ago
EA
Workforce Management and Quality Assurance Specialist
Europ Assistance Canada
Toronto, ON
- Full-time
We are a company driven by cutting-edge technology and a culture of care. We design insurance solutions and deliver assistance services that make a real difference to people’s lives.
Added 1 hour ago
T
DevOps Engineer
TD
Toronto, ON
- Full-time
You will contribute to DevOps and release solutions, implement and maintain CI/CD pipelines, support application deployments, and help continuously improve automation, reliability,…

Desjardins

Client Financial Services Agent

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

Full-time

Apply About employer

Applications open in a new tab.

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

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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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