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Added 23 mins ago
CS
Community Disability Worker I - Supported Independent Living (Casual)
Catholic Social Services Alberta
Tofield, AB
- Internship
Catholic Social Services is committed to fostering a diverse and representative workforce. In an effort to enrich our agency and reflect the communities we serve, we welcome applications…
Added 53 mins ago
Addictions Counsellor Diploma
HealthCareersInSask.ca
Prince Albert, SK
Facility: Community Services-101 15th Street East PA
Added 53 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 53 mins ago
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Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
North Battleford, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 53 mins ago
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Recreation Worker
HealthCareersInSask.ca
North Battleford, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 53 mins 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 53 mins ago
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Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 53 mins ago
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Nurse B - Registered Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
…on- call psychiatrists, Community Mental Health and Addiction Services and other Healthy Authority and community stakeholders, to develop and deliver high quality services for persons…
Added 53 mins ago
H
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 53 mins ago
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Community Program Builder
HealthCareersInSask.ca
Prince Albert, SK
- Part-time
Facility: Community Services-101 15th Street East PA
Added 53 mins ago
H
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 53 mins ago
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Unit Clerk
HealthCareersInSask.ca
Prince Albert, SK
- Part-time
Job Description: Provides reception and clerical support to a unit/department.
Added 53 mins ago
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Respiratory Therapist Diploma
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Department: Acute&Critical Care Respiratory Services
Added 53 mins ago
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Finance Assistant
HealthCareersInSask.ca
Kindersley, SK
- Full-time
Department: Finance Business System Support and Analytics
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 1 hour ago
UO
Associate Vice-President, International Research
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
…leadership position within the international research ecosystems. Services include activities to support international research supported thematics by Social Sciences and Humanities…
Added 1 hour 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 1 hour ago
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Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
…choose appropriate solutions to meet their financial goals. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize…
Added 2 hours ago
EA
Bilingual Customer Service Representative
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 2 hours ago
Information Writer
Department of Education and Early Childhood Learning
Winnipeg, MB
…document production activities, provide editorial guidance and support to project teams, and help develop tools, templates, and processes to improve publication services. The incumbent will…
Added 2 hours ago
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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 5 hours ago
PF
Financial Representative
Primerica Financial Services
Toronto, ON · North York, ON
- Other
Company Description: Primerica Financial Services is a leading financial services organization dedicated to helping middle-income families across North America build more secure financial…
Added 5 hours ago
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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
IH
Clinical Pharmacist
Interior Health Authority
AB · Edmonton, AB
- Full-time
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 6 hours ago
R
Bilingual Customer Service Representative
Redion
Toronto, ON
- $60,000 to $63,000 CAD / month
- 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.

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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