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Added 16 mins ago
IH
Respiratory Therapist | Community
Interior Health Authority
Vernon, BC
- Part-time
Four weeks vacation with one year of continuous service
Added 46 mins ago
CS
Community Disability Worker I - Supported Independent Living (Casual)
Catholic Social Services Alberta
Tofield, AB
- Internship
…humility, compassion and respect. With more than 60 years of service delivery, Catholic Social Services is one of the largest multi-function social services agencies in Canada, with more…
Added 1 hour ago
H
Nurse B - Registered Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Knowledge in local human service organizations, resources, referral procedures
Added 1 hour ago
H
Community Program Builder
HealthCareersInSask.ca
Prince Albert, SK
- Part-time
(ex: culture/recreation, service clubs, inner city/community or school programs)
Added 1 hour ago
H
Respiratory Therapist Diploma
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Reporting to the manager, the therapist will provide service to patients and physicians by implementing the physician's orders for respiratory patient care. This involves…
Added 1 hour ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 2 hours ago
UO
Associate Vice-President, International Research
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
…consistent with those in place within the OVPRI and other central service units. In addition, the incumbent will bring to the role superb communications and change management abilities and…
Added 2 hours ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 2 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 2 hours ago
EA
Bilingual Customer Service Representative
Europ Assistance Canada
Toronto, ON
- Full-time
Provide service to clients with existing policies as well as assist in new business generation.
Added 2 hours ago
Information Writer
Department of Education and Early Childhood Learning
Winnipeg, MB
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 3 hours ago
C
Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
Sales and Service Execution- Deliver consistent client service excellence and strong sales results to meet performance targets. Demonstrate service excellence by being visible and…
Added 5 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 6 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 6 hours ago
R
Bilingual Customer Service Representative
Redion
Toronto, ON
- $60,000 to $63,000 CAD / month
- Full-time
Provide service to clients with existing policies as well as assist in new business generation.
Added 7 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 7 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 7 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 7 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 7 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 7 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 7 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 7 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 7 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 7 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…

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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