Find work in Canada.

588,262 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 4 mins ago
R&
ILS Support /Tech Writer
Robertson & Company Ltd.
Ottawa, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 4 mins ago
CT
Directeur(trice) national(e) des ventes - Esthétique médicale & professionnelle
Crescita Therapeutics
Laval, QC
- Full-time
10 ans ou plus d’expérience commerciale progressive;
Added 4 mins ago
S
Special Order Customer Experience Representative, Staples Promotional Products - Bilingual English/French
Staples
Vaughan, ON
- $43,000 to $66,000 USD / year
- Full-time
The Special Order Customer Experience Representative is responsible for delivering best-in-class customer satisfaction by managing the full lifecycle of special orders - from sourcing and…
Added 18 mins ago
T
Industrial Sales Representative - Vancouver Alberta
Tingue
AB · Alberta, Canada
- Full-time
Tingue, Brown & Co. is looking for a Sales Representative for the territory of British Columbia, Alberta, and Saskatchewan.
Added 18 mins ago
S
Représentant(e) des ventes – JR et traumatologie – Moncton / Associate Sales Representative - JR & Trauma - Moncton
Stryker
Moncton, NB · Canada, Virtual Address
- Full-time
1+ years of experience as an Associate Sales Representative for a Medical Device company
Added 18 mins ago
H
Specialist - SHA-Provincial-Procurement Contracts
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Specialist must work cross functionally within the portfolio and across the organization to support…
Added 33 mins ago
S
Digital Campaign Manager – Audio Streaming
Stingray
Toronto, ON
- Full-time
Manage campaign setup, pacing, performance tracking, and continuous optimization to ensure client objectives are met.
Added 33 mins ago
MC
Marchandiseur - Merchandiser
Merchandising Consultants Associates
Sherbrooke, QC
- $18 CAD / hour
- Contract
Construire, modifier et démonter les présentoirs de produits en respectant strictement les normes de qualité et d'image de marque du client.
Added 33 mins ago
MC
Marchandiseur - Merchandiser
Merchandising Consultants Associates
Magog, QC
- $18 CAD / hour
- Contract
Construire, modifier et démonter les présentoirs de produits en respectant strictement les normes de qualité et d'image de marque du client.
Added 33 mins ago
Senior Application Developer (Computer Services Officer 4)
The Government of Nova Scotia
Halifax, NS
Extensive hands-on experience developing enterprise applications using Java and Python.
Added 33 mins ago
Occupation Health & Safety Officer (Inspector (Specialist) 3) (Designated)
The Government of Nova Scotia
Dartmouth, NS
…specialty (Occupational Health & Safety) with 7 years of related experience after the course…
Added 33 mins ago
Clerk 3
The Government of Nova Scotia
Antigonish, NS
To be successful within this role, you will have four years of related experience, or an equivalent combination of training and experience may be acceptable.
Added 33 mins ago
Occupational Therapy Assistant - Rehabilitation Services
Nova Scotia Health and IWK Health
Sydney, NS
Previous experience and/or knowledge of seating and mobility systems an asset
Added 49 mins ago
AD
Insurance Customer Service and Sales
Angie DeGroot Desjardins Insurance & Financial Services Agency
Kitchener, ON
- $40,000 to $50,000 CAD / year
- Full-time
Our team is looking for a Customer Service Representative with an aptitude for sales to help perform a variety of tasks within our insurance office. They will be helping by answering calls/…
Added 49 mins ago
A&
Manager, Proposals
Aird & Berlis LLP
Toronto, ON
- Full-time
Partner with lawyers and the Business Development team to capture representative matters, client insights and practice-specific credentials for use in pitches and proposals.
Added 1 hour ago
FR
Heavy Duty Cleaner
FirstService Residential Canada
Toronto, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 1 hour ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 1 hour ago
QT
Spécialiste du soutien informatique / Technical Support
Quantum Technology Recruiting Inc. (QTR)
Laval, QC
- Contract
Notre client est un fournisseur de logiciels de premier plan dans le secteur de la sécurité publique, qui développe des systèmes critiques de réception d'appels, de répartition et de…
Added 1 hour ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 1 hour ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Burlington, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 1 hour ago
MF
National Accounts Financial Consultant
MD Financial Management | Gestion financière MD
London, ON
- Full-time
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 1 hour ago
C
Financial Services Representative - Amos
CIBC
Amos, QC
- 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 1 hour ago
BC
QA/QC Coordinator, Electrical – Industrial West
Bird Construction
Calgary, AB · Edmonton, AB · Richmond, BC · Victoria, BC · Saskatoon, SK
- Full-time
Conduct construction and final walkdowns with Bird Supervision and Client Representative
Added 1 hour ago
BC
QA/QC Coordinator, Civil – Industrial West
Bird Construction
Calgary, AB · Edmonton, AB · Richmond, BC · Victoria, BC · Saskatoon, SK
- Full-time
Conduct construction and final walkdowns with Bird Supervision and Client Representative

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

Report this job