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Added 6 mins ago
CT
Directeur(trice) national(e) des ventes - Esthétique médicale & professionnelle
Crescita Therapeutics
Laval, QC
- Full-time
…and commercial transformation. We are looking for a National Sales Director – Medical & Professional Aesthetics who wants to play a defining role in this next…
Added 20 mins ago
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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 20 mins ago
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Business Development Representative
Fortive
Toronto, ON
- Full-time
The Business Development Representative supports Intelex’s strong drive for sales, revenue and overall aggressive growth of the business. The Business Development Representative generates…
Added 36 mins ago
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Financial Service Representative - LendDirect Office 1603
LendDirect
St. Thomas, ON
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 36 mins ago
OI
HVAC Parts & Supply Inside Sales Representative
Olympic International Sales Limited
North Vancouver, BC
- Full-time
As a leading wholesale distributor of HVAC and refrigeration equipment, parts, and supplies, the Inside Sales Representative serves as a trusted resource for contractors and industry…
Added 36 mins ago
IT
Business Development Representative
Intelex Technologies ULC
Toronto, ON
- Full-time
The Business Development Representative supports Intelex’s strong drive for sales, revenue and overall aggressive growth of the business. The Business Development Representative generates…
Added 51 mins ago
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Business Development Representative
riverside.fm
Toronto, ON
- Full-time
Our Business Development team is the driving force behind our growth, identifying and engaging potential customers to expand our reach. As an outbound team, we proactively connect with…
Added 1 hour ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…appropriate corporate policies, identifies and promotes good business practices, executes business review programs to monitor sales practices, manages client complaint resolution processes…
Added 1 hour ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
…appropriate corporate policies, identifies and promotes good business practices, executes business review programs to monitor sales practices, manages client complaint resolution processes…
Added 1 hour ago
SC
Head Sales Retail (d/f/m)
Sandoz Canada
Field, BC
- Full-time
Lead the development and implementation of a holistic sales approach.
Added 1 hour ago
MF
National Accounts Financial Consultant
MD Financial Management | Gestion financière MD
London, ON
- Full-time
…with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 1 hour ago
ES
Salesperson
ENTRATECH SYSTEMS
Burlington, ON
- Full-time
Entratech Systems is growing, and we're looking for a motivated, relationship-driven Sales Representative to help expand our business across Canada.
Added 1 hour ago
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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 1 hour ago
PA
Pre-Owned Automotive Sales Representative
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
MINI Markham is looking for a motivated, energetic, and customer-focused Pre-Owned Automotive Sales Representative to join our high-performing sales team. As part of Lithia & Driveway…
Added 1 hour ago
HI
Client Care Representative – Personal Lines Retention
HUB International
Kelowna, BC
- Full-time
Demonstrated ability to drive sales initiatives
Added 1 hour ago
Sales Representative (Kamloops BC)
Orica
Kamloops, BC
About The Role – 40868 - Sales Representative (Western Canada)
Added 1 hour ago
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Bilingual Energy Sales Representative - Montreal, QC
Victaulic
Montreal, QC · Quebec, QC
- Full-time
Added 1 hour ago
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Jr. Infrastructure Sales Representative - GTA
Victaulic
Brampton, ON · Toronto, ON · Ontario - Toronto
- Full-time
We’re looking for a Junior Infrastructure Sales Representative to join our team in the GTA, supporting infrastructure business development focused on water, wastewater, liner applications,…
Added 1 hour ago
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Energy Sales Representative - GTA
Victaulic
Brampton, ON · Toronto, ON · Ontario - Toronto
- Full-time
We’re looking for an Energy Sales Representative to drive business development across the GTA, focusing on process and power piping infrastructure for large-scale projects in Power…
Added 1 hour ago
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Client Relationship Manager, Group Retirement Savings
Desjardins
Calgary, AB · Vancouver, BC · Toronto, ON · Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…national Client Relations Centre, you help develop and maintain business relationships with Desjardins Insurance clients in the SME segment. You work with clients who have diverse and often…
Added 1 hour ago
Route Service Representative
Cintas
Boucherville, QC
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 1 hour ago
S
Customer Sales Support Representative
Sandvik
Sudbury, ON · Val-d'Or, QC · Lively
- Full-time
Currently, we have an opening for a Customer Sales Support Representative. The Customer Sales Support Representative is responsible for providing industry leading sales support, which…
Added 1 hour ago
AP
Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)
Abell Pest Control
Aylmer, ON · St. Thomas, ON
- Full-time
…successful transferable skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager,…
Added 2 hours ago
WC
Business Development Manager
World Courier
BC · British Columbia, Canada
- Full-time
Job Description: As a Field Sales Representative, you will play a crucial role in driving growth and building strong relationships within the life sciences, pharmaceutical, and biotech…
Added 2 hours ago
AE
Customer Support Representative
ATCO Electric
Lloydminster, AB
- Full-time
Partner with business development, sales and operational teams to identify opportunities to connect customers with ATCO services and solutions.

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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