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Added 15 mins ago
CO
Capital Consultant
City of Calgary
Calgary, AB
- $48.54 to $64.88 CAD / hour
- Full-time
The City is committed to fostering a respectful, inclusive and equitable workplace which is representative of the community we serve. We welcome those who have demonstrated a commitment to…
Added 1 hour ago
M
Survey Project Manager
McElhanney
AB · Edmonton, AB
- Full-time
Managing project budgets and financial reporting
Added 2 hours ago
LC
Outbound Sales Development Representative - Retail
Lightspeed Commerce
Toronto, ON
- Full-time
Lightspeed is looking for a highly motivated Outbound Sales Development Representative to join our North American Outbound Sales team. You’ll help drive revenue growth by generating and…
Added 3 hours ago
A
Lead Portfolio Manager - Relocate to Saudi Arabia, Permanent Expat Relocation Package
aramco
Calgary, AB
- Full-time
Your primary role will be acts as the designated shareholder representative across assigned portfolio companies and is responsible for post-investment value realization, governance…
Added 5 hours ago
Office Administrative Assistant
HealthCareersInSask.ca
Oxbow, SK
Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).
Added 6 hours ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- 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 6 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
…members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. In support of your advisor…
Added 7 hours ago
C
Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
…Costco members at a warehouse to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals. Understand the full suite of products…
Added 10 hours ago
PF
Financial Representative
Primerica Financial Services
Toronto, ON · North York, ON
- Other
Role Description: This hybrid Financial Representative role is based in North York, ON, with a combination of in-office work and some work-from-home flexibility. The Financial…
Added 10 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 11 hours ago
TW
Member Services Representative I - Two Positions
Thrive Wealth Management
Emerald Park, SK · Montmartre, SK · Vibank, SK
- Part-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 11 hours ago
TW
Deposit Support Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an innovative, proactive team player to come on board as our permanent part-time Deposit Support Representative in Regina. In this role, you are responsible for ensuring…
Added 11 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Lemberg, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a part-time Financial Service Representative at our Lemberg Branch. You will be the first point of contact for…
Added 11 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
…Centre (call centre) in Lloydminster as a Member Contact Centre Representative 1. As a first point of contact for our members, you will be responsible for providing excellent member service…
Added 11 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as our Financial Service Representative in Regina. You will be the first point of contact for members and will provide…
Added 11 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Prince Albert, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a permanent part-time Financial Service Representative in the Prince Albert branch! You will be scheduled based on…
Added 11 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
…centre) in Lloydminster as a temporary Member Contact Centre Representative 1 until end of August 2027. As a first point of contact for our members, you will be responsible for providing…
Added 11 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Maidstone, SK
- Full-time
We have a Financial Services Representative opportunity at our Maidstone location. You are one of the first people our members encounter at the branch. You will help them with whatever they…
Added 11 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Saskatoon, SK
- Full-time
We have a Financial Services Representative opportunity at our Circle Drive location, Saskatoon, SK. You are one of the first people our members encounter at the branch. You will help them…
Added 11 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 12 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 16 hours ago
J
Account Development Representative II
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Account Development Representative II based in Canada.
Added 16 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you…
Added 18 hours ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
…upon with clients and managers) and will be the primary BGIS representative for day-to-day contact with the client and the tenants for performance of the…
Added 19 hours ago
R&
Senior Business Analyst – Capital Markets
Robertson & Company Ltd.
Toronto, ON
- Contract
Financial services, banking, wealth management, or capital markets industry experience.

Desjardins

Client Financial Services Agent

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

Full-time

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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

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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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