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Added 29 mins ago
NS
Clinical Therapist (Masters) - Adult - Mental Health & Addictions
Nova Scotia Health Authority
Victoria Vale, NS
- Full-time
The Clinical Therapist is a member of the Adult Service team in Mental Health and Addictions. Reporting to the Manager, the Clinical Therapist provides assessment and planning, treatment…
Added 44 mins ago
NS
Recreation Therapy Associate - Recreation Therapy
Nova Scotia Health Authority
Bridgewater, NS
- Full-time
…interprofessional team, the Recreation Therapy Associate is a member of the health care team, providing support to clients and families through the application of recreation intervention to…
Added 44 mins ago
NS
Dental Assistant - Oral Maxillofacial Clinic
Nova Scotia Health Authority
Halifax, NS
- Internship
…Maxillofacial Surgery Department. The Dental Assistant functions as a member of the multidisciplinary team to ensure safe and effective care for patients receiving outpatient oral surgery…
Added 44 mins ago
T
Part Time Sales Representative Temp | Metrotown
TELUS
Burnaby, BC
- Part-time
Our goal is to provide Canadians with an excellent experience, by connecting with our customers and meeting all their needs under one roof
Added 44 mins ago
Clinical Therapist (Masters) - Adult - Mental Health & Addictions
Nova Scotia Health and IWK Health
Middleton, NS
The Clinical Therapist is a member of the Adult Service team in Mental Health and Addictions. Reporting to the Manager, the Clinical Therapist provides assessment and planning, treatment…
Added 44 mins ago
Recreation Therapy Associate - Recreation Therapy
Nova Scotia Health and IWK Health
Bridgewater, NS
…interprofessional team, the Recreation Therapy Associate is a member of the health care team, providing support to clients and families through the application of recreation intervention to…
Added 1 hour ago
RC
Senior Site Superintendent
rcs Construction
Sydney, NS
- Full-time
Minimum 10 years of progressive site supervision experience with a General Contractor, including leading complex projects
Added 1 hour ago
RC
Interior Design Draftsperson
rcs Construction
NS · Bedford, Nova Scotia
- Full-time
As a key member of the Design team, the Interior Design Draftsperson will support the development of architectural, interior, and exterior site drawings, helping ensure project…
Added 1 hour ago
Dental Assistant - Oral Maxillofacial Clinic
Nova Scotia Health and IWK Health
Halifax, NS
…Maxillofacial Surgery Department. The Dental Assistant functions as a member of the multidisciplinary team to ensure safe and effective care for patients receiving outpatient oral surgery…
Added 8 hours ago
UO
Associate Vice-President, International Research
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
As a senior member of the Vice-President, Research and Innovation executive team, the incumbent will play a key leadership role in the strategic development and management of the…
Added 8 hours ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
…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…
Added 8 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
…loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various…
Added 9 hours ago
C
Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client…
Added 12 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 13 hours ago
TW
Member Services Representative I - Two Positions
Thrive Wealth Management
Emerald Park, SK · Montmartre, SK · Vibank, SK
- Part-time
We’re looking for two motivated team-players who are member-service ambassadors to come on board as a permanent part-time and temporary part-time Member Service Representative supporting…
Added 13 hours ago
TW
Deposit Support Representative
Thrive Wealth Management
Regina, SK
- Part-time
…prioritize performance excellence, and our employees champion each member’s success, ultimately contributing to a thriving…
Added 13 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 13 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
We’re looking for a reliable and technically proficient individual with a strategic mindset to join our Member Contact Centre (call centre) in Lloydminster as a Member Contact Centre…
Added 13 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 13 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 13 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
We’re looking for a reliable and technically proficient individual with a strategic mindset to join our Member Contact Centre (call centre) in Lloydminster as a temporary Member Contact…
Added 13 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 13 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 13 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 14 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…

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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