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Added 6 days ago
Client Financial Services Agent
Desjardins
Trois-Rivières, QC
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 2 days ago
Client Financial Services Agent
Desjardins
Saint-Raymond, QC · Caisse populaire Desjardins de Saint-Raymond-Sainte-Catherine
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 3 days ago
Client Financial Services Agent
Desjardins
Terrebonne, QC · Caisse Desjardins de Terrebonne
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 3 days ago
Client Financial Services Agent
Desjardins
Saint-Felix-de-Valois, QC
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 4 days ago
Financial Services Agent, Client Services
Desjardins
Montreal, QC · Complexe Desjardins Montréal
Full-time
As a client financial services agent, you support advisors in service delivery and the maintenance of business relationships by offering simple and fast solutions for 💰 investments, 🏠…
Added 5 days ago
Client Financial Services Agent
Desjardins
Montreal, QC
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 days ago
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins du Plateau-Mont-Royal
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 11 days ago
Client Financial Services Agent
Desjardins
Laval, QC · Caisse Desjardins du Centre et de l'Est de Laval
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 11 days ago
Client Financial Services Agent
Desjardins
L'Ange-Gardien, QC
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 12 days ago
Client Financial Services Agent
Desjardins
QC · Caisse Desjardins de Vaudreuil-Soulanges
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 16 days ago
Client Financial Services Agent (Service Signature)
Desjardins
Drummondville, QC · Victoriaville, QC · Trois-Rivières, QC
Full-time
As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to…
Added 19 days ago
Client Financial Services Agent
Desjardins
La Sarre, QC
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 23 days ago
Client Financial Services Agent
Desjardins
Asbestos, QC · Caisse Desjardins des Sources
Part-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 9 days ago
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins de Rosemont-La Petite-Patrie
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 9 days ago
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins des Versants du mont Royal
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 10 days ago
Client Financial Services Agent
Desjardins
Sorel-Tracy, QC · Caisse Desjardins Pierre-De Saurel
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 11 days ago
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 7 days ago
Entry-Level Sales
AO Globe Life
Remote, Canada
Full-time · Remote
Tailor Solutions: Customize presentations to meet the specific goals and financial situations of each client.
Added 7 days ago
Entry-Level Sales
AO Globe Life
Remote, Canada
Full-time · Remote
Tailor Solutions: Customize presentations to meet the specific goals and financial situations of each client.
Added 23 days ago
Senior Manager - Global Mobility - Expatriate Tax - Vancouver
EY
Vancouver, BC
We are currently seeking a Senior Manager to join our People Advisory Services – Mobility, Expatriate Tax practice. Our People Advisory Services practice (PAS) provides high-quality…
Added 1 day ago
Operations Agent
National Bank of Canada
Laval, QC
Full-time
Experience working in financial services, an asset
Added 1 day ago
Global Mobility - Expatriate Tax - Senior Manager - Calgary
EY
Calgary, AB
Full-time
We are currently seeking a Senior Manager to join our People Advisory Services – Mobility Tax practice in Calgary. Our People Advisory Services practice (PAS) provides high-quality…
Added 2 days ago
Mortgage Agent
Mortgage Alliance
Toronto, ON · Greater Toronto Area, Canada
Full-time
Role Description This full-time Mortgage Agent role is based in Mississauga, ON and follows a hybrid work model, combining in-office collaboration with some work-from-home flexibility. The…
Added 2 days ago
Mortgage Agent
NP Mortgages
Toronto, ON
Full-time
As a Mortgage Agent at NP Mortgages, you will meet with clients, understand their financial needs and help them find the right mortgage solution. You will guide clients through the entire…
Added 4 days ago
Licensed Mortgage Broker
Real Mortgage Associates Inc.
Canada
Full-time
A valid mortgage broker or agent licence in your province

Desjardins

Client Financial Services Agent

QC, Canada
Caisse Desjardins de Vaudreuil-Soulanges, Canada

Job type: Full-time
Apply by: Sep 23, 2026
Posting language: English
Posted: Sep 8, 2026

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Applications open in a new tab.

Original job description

The work mode arrangement for the position is full-time on site.

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
Available to travel to the caisse’s various service locations
Available to work one evening per week, either Wednesday or Thursday

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

2026-09-22

Apply About employer

More about this job

Responsibilities

You will provide personalized financial support to members and clients by offering investment, financing, and protection solutions. Additionally, you will assist advisors with business development, manage client requests, and help maintain strong business relationships.

Requirements

Candidates must hold an Attestation of Collegial Studies and a Mutual fund representative certificate from the Autorité des marchés financiers. A minimum of three years of relevant experience is required, along with proficiency in French and availability for evening work.

Skills

Customer service
Financial services
Investment advice
Financing
Business development
Communication skills
Interpersonal savvy
Sales
Research
Problem solving
Relationship management
Time management
Adaptability
Active listening

Benefits

Competitive salary
Annual bonus
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 Certificate
Attestation of Collegial Studies
Sales
Relationship Management
Banking
Client Relations
Financial Planning
Strategy

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