Find work in Canada.

560,291 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 35 mins ago
Service Support Associate
The Canada Life Assurance Company
Toronto, ON
…verbally and in writing with plan administrators as well as advisors in the processing and ongoing maintenance of our employee benefits…
Added 35 mins ago
MF
Director, Citizen Development & Employee Technology Experience Pod Owner
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 1 hour ago
SL
SUN LIFE FINANCIAL ADVISOR - Quebec
Sun Life
Blainville, QC · Brossard, QC · Gatineau, QC · Laval, QC · Levis, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Rouyn-Noranda, QC · Saguenay, QC · Saint-Jean-sur-Richelieu, QC · Sherbrooke, QC · Terrebonne, QC · Trois-Rivières, QC · Canada Quebec Leclerc Region Career Sales Force Location
- Full-time
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Added 1 hour ago
U
Human Resources Manager
Univeris
Toronto, ON
- Full-time
…financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit…
Added 1 hour ago
U
Human Resources Manager
Univeris
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
…financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit…
Added 2 hours ago
A
New Accounts Administrator
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
Added 3 hours ago
CF
IFM Associate
CI Financial
Toronto, ON
- Full-time
…Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed…
Added 4 hours ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Added 4 hours ago
T
Vice President, ETF Distribution, Eastern Canada
TD
Montreal, QC
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 5 hours ago
IF
Senior Product Development Analyst
iA Financial Group
Quebec, QC
- Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 8 hours ago
NB
Head of Compliance NBFWM
National Bank of Canada
Montreal, QC
- Full-time
NBFWM is one of Canada’s largest investment dealers and is distinguished by its entrepreneurial business model. By supporting nearly 950 investment advisors with diverse business practices,…
Added 8 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating…
Added 13 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 18 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 18 hours ago
TW
Wealth Planner
Thrive Wealth Management
Regina, SK
- Full-time
Identifying opportunities for asset consolidation, insurance solutions, and additional planning needs, and partnering with advisors to bring those opportunities to life.
Added 18 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 18 hours ago
BA
RIBO Licensed Insurance Broker
BIG Acton
Acton, ON
- Contract
Every client you earn, every relationship you strengthen, and every renewal you retain represents an investment of your time and expertise. At Billyard Insurance Group – Acton, that effort…
Added 23 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 23 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
with investment advisors and financial planners to promote industry best
Added 23 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
Work closely with financial planners, banking advisors and investment specialists to offer an integrated client experience.
Added 23 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
involves supporting NBF clients and Investment Advisors (IAs) with their estate
Added 1 day ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…product family and directly own Advisor Hub ACP, which serves advisors at ACP introducing brokers and portfolio management firms. You will also manage and coach three Product Owners who own…
Added 1 day ago
Financial Planner
Richardson Wealth Ltd
Toronto, ON
…offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our…
Added 1 day ago
NB
Operation Agent
National Bank of Canada
Victoria, BC
- Full-time
…mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional…
Added 2 days ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees

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

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

Report this job