Find work in Canada.

586,859 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
EI
Brand Protection Advisor
Ecolab Inc.
Moncton, NB · Halifax, NS
- Full-time
Ecolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in food safety and total quality assurance. Our specialists are valued food safety & QA…
Added 23 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable;…
Added 23 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
…week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable;…
Added 24 mins ago
W
Senior Project Manager, Municipal Engineering
WSP
Fort McMurray, AB
- Full-time
Build and maintain strong client, stakeholder, and industry relationships to drive strategic growth and position WSP as a trusted advisor.
Added 24 mins ago
Director, OOH Direct Activation
WPP Media
Toronto, ON
…direction, develop its capabilities, and be accountable for the quality and effectiveness of activation across the assigned client portfolio. As a senior point of contact for clients and…
Added 39 mins ago
Regulatory Records Coordinator
Ontario Energy Board
Toronto, ON
…regular case assignments. The RRC will liaise with the Hearings Advisor (HA), Senior Regulatory Administrator (Sr. RA) and other business units in matters of procedure and management of…
Added 53 mins ago
TP
Airport Planning and Development Advisor
Toronto Port Authority
Toronto, ON
- Full-time
The Airport Planning and Development Advisor leads the review of land use and development proposals that may affect Billy Bishop Toronto City Airport and Toronto Port Authority operations,…
Added 53 mins ago
L
Principal AI/ML Engineer
lululemon
Vancouver, BC
- Full-time
…priorities into scalable technical solutions. Acting as a trusted advisor across the enterprise, you will guide critical decisions related to the architecture for enterprise AI platform and…
Added 53 mins ago
E
Sr Advisor Market Price Risk Management
Enbridge
Calgary, AB
- Full-time
…operational excellence, innovation, and sustainable growth. As a Sr Advisor, Market Price Risk Management, you will play a key role in safeguarding the Company's financial performance by…
Added 53 mins ago
Senior Business Relationship Manager, IT
DSV
Toronto, ON
As a trusted advisor, the SBRM develops strong executive relationships, identifies opportunities for innovation and business growth, and provides strategic leadership during major…
Added 1 hour ago
TO
Manager, Recreation
Town of Saugeen Shores
Port Elgin, ON
- $120,745 to $137,210 CAD / year
- Full-time
Strategic Leadership & Advisory: Serve as strategic advisor to the Director of Community Services, representing the division externally, supporting Council and Committees, and ensuring…
Added 1 hour ago
A
Deal Desk Specialist
Assent
Ottawa, ON
- $70,000 to $75,000 CAD / year
- Full-time
We’re looking for a Deal Desk Specialist to join our Sales Operations team and act as a trusted advisor to our global Account Executives (New Business and Customer Expansion) and Account…
Added 1 hour ago
C
Analyste de données senior – Données de base fournisseurs et partenaires commerciaux (SAP S/4HANA et
CGI
Montreal, QC
- Full-time
Data Quality Rules & Governance Controls – Thresholds and profiling definitions for critical supplier elements, embedded in enterprise tools like Collibra, Snowflake, or SAP Information…
Added 1 hour ago
1
Senior Talent Acquisition Advisor
123Dentist
Burnaby, BC
- $80,000 to $95,000 CAD / year
- Full-time
We’re looking for a Senior Talent Acquisition Advisor to lead full-cycle recruitment of certified dental assistants (CDAs) across our network of clinics.
Added 1 hour ago
UO
UService Service Advisor - People & Culture and Payroll
University of Calgary
Calgary, AB
- Full-time
The UService team is currently seeking a Full-time Regular UService Advisor, People & Culture and Payroll.
Added 1 hour ago
T
Senior Manager, Operational Resiliency Advisor
TD
Toronto, ON
- Full-time
Reporting directly to the Vice President, Resilience Management within Protect Platform, the Operational Resilience Advisor will act as the key voice of the resilience program while…
Added 1 hour ago
Sales Representative - Ottawa
Encore Market Engagement
Ottawa, ON
…field sales investment. Our Mission: Provide uncompromising quality of service and unparalleled calibre of thinking...developing strategies and delivering solutions that enable our clients…
Added 1 hour ago
Sales Representative - Laurentides, QC
Encore Market Engagement
Montcalm, QC
Added 1 hour ago
Sales Representative - Joliette, QC
Encore Market Engagement
Joliette, QC
Added 1 hour ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Rawdon, QC · Caisse Desjardins De Montcalm et de la Ouareau
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Laval, QC
- Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 1 hour ago
Sales Representative - Chateauguay, QC
Encore Market Engagement
Châteauguay, QC
Added 1 hour ago
Sales Representative - Boucherville, QC
Encore Market Engagement
Boucherville, QC
Added 1 hour ago
CF
Senior Compliance Officer
CI Financial
Toronto, ON
- Full-time
Team leadership and advisory support: Coach and mentor Compliance team members on market conduct and Advisor suitability matters.
Added 1 hour ago
Advisor, SCM Data
Celestica International LP
Toronto, ON
As a SCM Data Advisor, you will act as the crucial bridge between our Supply Chain Management operations and our advanced Data Science and AI teams. In this role, you will support the…

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