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Added 20 mins ago
Trade Representative
Scotiabank
Ottawa, ON
…procedures. Reporting to the Team Lead, Client Services and Trade Centre, as a Trade Representative, you will be responsible for the effective facilitation of trade instructions and…
Added 35 mins ago
T
Export Co-ordinator
Teknion
Toronto, ON
- Full-time
Graduation from a recognized Supply Chain, Logistics, or International Trade program; Bachelor of Science or relevant diploma preferred.
Added 35 mins ago
RC
Sales Representative
Reliable Corporation
Burlington, ON
- Full-time
Work Location: In personRole Description This is a full-time, on-site Sales Representative role based in Burlington, ON. The Sales Representative will engage prospective and existing…
Added 1 hour ago
AP
Representative, Homeowner Care (Maintenance & Repairs) (Vanciuver, BC)
Anthem Properties
BC · Anthem Site, British Columbia
- Full-time
We are looking for a hands-on Homeowner Care Representative who excels at diagnosing deficiencies, completing repairs, and delivering exceptional finished products. This role is ideal for…
Added 1 hour ago
CT
Senior Applied AI Scientist, Advanced Analytics & Modelling - Customer Intelligence
Canadian Tire Corporation
Toronto, ON
- Full-time
Build robust evaluation frameworks for ML and GenAI outputs, including representative test sets, quality measures, human review, regression testing, and analysis of failure modes.
Added 1 hour ago
CT
Senior ML/AI Engineer, Advanced Analytics & Modelling - Customer Intelligence Platforms
Canadian Tire Corporation
Toronto, ON
- Full-time
Build rigorous ML and GenAI evaluation frameworks using representative test sets, automated measures, human review, regression testing and analysis of failure modes.
Added 1 hour ago
B
Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Must have current Investment Representative (IR) licensing with CIRO.
Added 1 hour ago
I
Building Operator
ISS
Ottawa, ON
- $35 to $40 CAD / hour
Minimum 2 years of experience in building operations and maintenance trade
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins de l'Ouest de Laval
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
I
Sales Representative - Mississauga, ON
Intertek
Mississauga, ON
- Full-time
The Sales Representative position is responsible for direct sales activity within an assigned territory. This position will spend at least 50% of the time outside of the office visiting…
Added 2 hours ago
SW
Territory Retail Sales Manager
Steam Whistle Brewing
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We have an exciting opportunity for a Retail Sales Representative to promote and sell Steam Whistle pilsner and our other brands within the GTA.
Added 2 hours ago
UN
Labor Relations Officer (LRO)
United Nurses of Alberta
AB · Edmonton, AB
- Temporary
The LRO classification with the United Nurses of Alberta is the working level union representative employed with a public sector trade union. Reporting to the Manager of Labour Relations,…
Added 2 hours 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 3 hours ago
S
Représentant(e) des ventes – JR et traumatologie – Moncton / Associate Sales Representative - JR & Trauma - Moncton
Stryker
Moncton, NB · Canada, Virtual Address
- Full-time
As an Associate Sales Representative specializing in medical devices, you will promote and sell joint replacement and trauma solutions to healthcare professionals. You confidently conduct…
Added 3 hours ago
Occupation Health & Safety Officer (Inspector (Specialist) 3) (Designated)
The Government of Nova Scotia
Dartmouth, NS
This may be the right opportunity for you if you have completed high school as well as a related trade or technical training in the area of specialty (Occupational Health & Safety) with 7…
Added 3 hours ago
CI
Senior Data Analytical Specialist / Scientist - Contract
Compugen Inc
Toronto, ON
- Contract
Demonstrated understanding of bias-variance trade-offs, overfitting, model accuracy, and statistical evaluation techniques.
Added 4 hours ago
GI
Associate Portfolio Manager
Gold Investment Management Ltd.
AB · Edmonton, AB
- Full-time
You will assist in portfolio construction, rebalancing strategies and trade execution, including pre-trade and post-trade analysis to ensure portfolios are managed within their investment…
Added 4 hours ago
D
Client Relationship Manager, Group Retirement Savings
Desjardins
Calgary, AB · Vancouver, BC · Toronto, ON · Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
Added 4 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 4 hours ago
WC
Business Development Manager
World Courier
Richmond, BC
- 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 4 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Rawdon, QC · Caisse Desjardins De Montcalm et de la Ouareau
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 4 hours ago
D
Client Financial Services Agent
Desjardins
Laval, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins du Sud-Ouest de Montréal
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
EC
Wholesale Account Representative
Easywell Consumer Products
Mississauga, ON
- Full-time
We are looking for a motivated and results-driven Wholesale Account Representative to join our sales team and help drive our next stage of growth.

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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