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Added 9 mins ago
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Advisor, Securities
Desjardins
Mascouche, QC
- Full-time
Added 9 mins ago
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Senior Advisor, Legal affairs
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior legal affairs advisor, you help protect the organization’s legal interests by ensuring it complies with all laws. You also play a key role in making sure that its rights are…
Added 9 mins ago
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Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
As a Client Service Associate with BMO Nesbitt Burns, you’ll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.
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Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Added 9 mins ago
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Trust and Estate Advisor
BMO
Vancouver, BC · Victoria, BC · FBT
- Full-time
Acts as a trusted advisor to clients, referral sources, and internal business partners.
Added 9 mins ago
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Trust and Estate Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Acts as a trusted advisor to clients, referral sources, and internal business partners.
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Accounting Technician, Assurance & Accounting
MNP
ON · Pembrooke, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 9 mins ago
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Senior Account Manager
The Vantage Talent Group
Burlington, ON
- $140,000 to $160,000 CAD / year
- Full-time
…development. The successful candidate will act as a trusted advisor to employers, helping them evaluate existing benefits programs, identify opportunities for improvement, and implement…
Added 9 mins ago
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Senior Manager, U.S. Corporate Tax
ACCA Careers
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll deliver innovative, strategic plans that address clients’ cross-border needs and minimize tax…
Added 24 mins ago
Senior Talent Programs Advisor
Trans Mountain
Calgary, AB
…individual to join our dynamic team as a Senior Talent Programs Advisor. In this position, you will play a key role in leading the assessment, development, implementation, sustainment and…
Added 24 mins ago
Senior Financial Advisor- Clairfields Centre Branch
Scotiabank
Guelph, ON
Added 24 mins ago
Senior Financial Advisor-Acton
Scotiabank
Acton, ON
Added 24 mins ago
ScotiaMcLeod Business Development Associate
Scotiabank
Vancouver, BC
As a Business Development Associate, you will work with an Advisor to support growth through prospecting and developing new client relationships.
Added 24 mins ago
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Tax Senior Associate - Private Company
RSM US LLP
Toronto, ON
- Full-time
Added 24 mins ago
Director, Life Underwriting
The Canada Life Assurance Company
Canada
…Distribution and Management Information to improve underwriter, advisor and client experiences while protecting the company and its…
Added 24 mins ago
Tourism and Lands Policy Advisor
Government of Alberta
Calgary, AB
Added 24 mins ago
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Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Added 24 mins ago
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Insurance Advisor Life, Health & Wealth
RBC
Calgary, AB
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 24 mins ago
Senior Consultant, Professional Services
Bell
Montreal, QC
Technical Advisory & Mentorship: Act as a technical expert and coach for junior team members, and serve as a trusted technical advisor to operational business units.
Added 24 mins ago
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H&M Sales Advisor
H&M
Abbotsford, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 24 mins ago
CO
People and Culture Business Partner
City of North Vancouver
North Vancouver, BC
- Full-time
…People & Culture or Human Resources Business Partner/Generalist/Advisor within a unionised environment, or have an equivalent combination of education and experience. A CPHR designation and…
Added 39 mins ago
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Sales (Fitness Advisor) - Edmonton Southpark Centre
GoodLife Fitness
AB
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 39 mins ago
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H&M Sales Advisor
H&M Group
Cookstown, ON · Innisfil, Ontario
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 39 mins ago
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Solution Architect, Manufacturing & Engineering
BRP
Montreal, QC
- Full-time
…architecture standards. The Solution Architect acts as a trusted advisor to stakeholders, bridging business and technology while guiding delivery teams to implement scalable, secure, and…
Added 39 mins ago
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Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…

Desjardins

Client Financial Services Agent

Montreal, QC, Canada
Caisse Desjardins du Sud-Ouest de Montréal, 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 4, 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
Available to work one evening per week

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)

CAISSE DU SUD-OUEST DE MONTRÉAL (30001 / CONV_COL_00059) (2019-03-22 - )

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 members and clients by offering investment, financing, and protection solutions. Additionally, you will assist advisors in business development and maintain strong client relationships through effective communication and service.

Requirements

Candidates must hold an Attestation of Collegial Studies and possess at least three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Business development
Investment advice
Financing
Communication
Interpersonal savvy
Sales
Relationship management
Problem solving
Research
Time management
Adaptability

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
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
Group Insurance
Telemedicine
Sales
Client Relations
Financial Advisor Support

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