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Added 5 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 19 mins ago
IA
Quality Coordinator
IMP Aerospace & Defence
Halifax, NS
- Full-time
IMP is committed to Employment Equity and our goal is to be a diverse workforce that is representative at all job levels. We welcome applicants from Indigenous People, Visible Minority…
Added 19 mins ago
SH
Health Care Aide - Certified
Southern Health-Santé Sud
Altona, MB
- Full-time
Demonstrated ability to perform as a team member and seek assistance as needed.
Added 19 mins ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
…within a region. The Facility Manager III is the primary BGIS representative for day-to-day contact with the Client and the Tenants for performance of the contract. The FM III will manage a…
Added 20 mins ago
C
Financial Services Representative - Amos
CIBC
Amos, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 49 mins ago
GI
Associate Portfolio Manager
Gold Investment Management Ltd.
AB · Edmonton, AB
- Full-time
…individual who is team oriented, and passionate about client service, investment and risk management, and security analysis. We are hoping for a candidate that exemplifies our guiding…
Added 49 mins ago
SH
Home Care Attendant
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 49 mins ago
TC
Customer Processing Representative, temporary full-time
The Canada Life Assurance Company
London, ON
- Full-time
Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered…
Added 49 mins ago
Health Care Aide - Certified
Winnipeg Regional Health Authority
Altona, MB
Demonstrated ability to perform as a team member and seek assistance as needed.
Added 49 mins ago
H
Occupational Therapist Degree
HealthCareersInSask.ca
Swift Current, SK
- Full-time
…interventions to clients referred to the occupational therapy service, and is responsible for the ongoing monitoring of prescribed interventions with appropriate adjustment or…
Added 49 mins ago
B
Customer Service Representative
BMO
Deer Lake, NL
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 49 mins ago
Internationally Educated Psychologist (PhD & Masters)
Nova Scotia Health and IWK Health
All Locations, Nova
The Psychologist is a member of the interdisciplinary team. The incumbent will collaborate with other members of the team while providing assessment, diagnosis, consultation, and…
Added 49 mins ago
Diagnostic Medical Sonographer - Diagnostic Imaging
Nova Scotia Health and IWK Health
Windsor, NS
The Diagnostic Medical Sonographer reports to the Manager of Diagnostic Imaging, as a member of the Diagnostic Imaging Team performs patient care, technical activities, and duties directly…
Added 1 hour ago
CO
Manager, Library Services
City of Winnipeg
Winnipeg, MB
- Full-time
…services that meet the needs of the citizens of Winnipeg. As a member of the Divisional Management Group (DMG), the Manager actively participates in the overall planning and direction for…
Added 1 hour ago
CL
Customer Processing Representative, temporary full-time
Canada Life
London, ON
- Full-time
Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered…
Added 1 hour ago
GF
Overnight Customer Service Representative (Motivator) – Scarborough Kingston and Eglinton
GoodLife Fitness
Toronto, ON
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Rawdon, QC · Caisse Desjardins De Montcalm et de la Ouareau
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Laval, QC
- Full-time
…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…
Added 1 hour ago
TW
Member Service Representative II
Thrive Wealth Management
Emerald Park, SK
- Full-time
We’re looking for a motivated team-player who is member-service focused to come on board as a permanent full-time Member Service Representative II (MSR II) at our Emerald Park Branch. As…
Added 1 hour ago
B
Managing Director & Head, Credit and Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
…structuring excellence, and is the principal Corporate Banking representative to Risk, Compliance, Internal Audit and regulators on PM…
Added 1 hour ago
GF
Overnight Customer Service Representative (Motivator) – Scarborough Kingston and Eglinton
GoodLife Fitness
Toronto, ON · Scarborough, ON
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
H
Addictions Counsellor Degree
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: As a member of the Interdisciplinary Team and under the general direction of the Out-of-Scope Manager, the Addiction Counsellor Degree, is responsible for the day to day…
Added 1 hour ago
Home Care Attendant
Winnipeg Regional Health Authority
Steinbach, MB
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 hour ago
Human Trafficking Navigator - Designated (Temporary)
The Government of Nova Scotia
Dartmouth, NS
…recommending intervention strategies to address identified gaps in service at the community level, supporting victims for access to justice, and providing referrals to culturally…
Added 1 hour ago
ECE Classification Services Clerk (Clerk 3)
The Government of Nova Scotia
Halifax, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…

Desjardins

Client Financial Services Agent

Montreal, QC, Canada
Caisse Desjardins du Sud-Ouest de Montréal, Canada

Full-time

Apply About employer

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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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