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Added 1 min ago
SG
Customer Service and Collections Representative
SinglePoint Group International Inc
Toronto, ON
- Full-time
…Representatives to join our team. As a Customer Service and Collections Representative, your primary mission is to monitor customer accounts, provide customer service regarding collection…
Added 1 min ago
E
Project Group Manager
Electrozad
London, ON
- Full-time
Demonstrated experience delivering cross-functional, client-facing projects
Added 1 min ago
TB
Business Development Representative ($85,000-$95,000 OTE)
The Bullpen
Vancouver, BC
- $50,000 to $54,000 CAD / year
- Full-time
Business Development Representative ($85,000 to $95,000 OTE)
Added 16 mins ago
Intern - Integrated Employment Services (Scarborough)
ACCES Employment
Toronto, ON
…Integrated Employment Services (IES). This placement offers hands-on experience in employment services, including client engagement, job readiness support, employer outreach, and service…
Added 16 mins ago
Intern - Integrated Employment Services (North York)
ACCES Employment
Toronto, ON
…Integrated Employment Services (IES). This placement offers hands-on experience in employment services, including client engagement, job readiness support, employer outreach, and service…
Added 16 mins ago
Intern - Integrated Employment Services (Toronto)
ACCES Employment
Toronto, ON
…Integrated Employment Services (IES). This placement offers hands-on experience in employment services, including client engagement, job readiness support, employer outreach, and service…
Added 16 mins ago
TF
Validation Engineering Specialist II
Thermo Fisher Scientific
Whitby, ON
- Full-time
- Attends selected client meetings as validation representative (as required)
Added 16 mins ago
LM
Senior Compensation Analyst, Total Rewards
Liberty Mutual Canada
Toronto, ON
- Temporary
Partner closely with Total Rewards, HR, and business leaders to deliver tailored compensation solutions that address client group needs and support broader organizational priorities.
Added 31 mins ago
C
Universal Banker
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 31 mins ago
HC
Client Access Representative - FT (#2026-496-CHS-329) EA
Hastings County
Belleville, ON
- Full-time
Hastings County has a current vacancy for Full-Time Client Access Representative in our Community and Human Services Department. Through commitment to established operating principles, this…
Added 31 mins ago
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Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 31 mins ago
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Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 31 mins ago
H
Assessor Coordinator Degree Senior
HealthCareersInSask.ca
Yorkton, SK
- Full-time
Job Description: Provides assessment, care planning, client advocacy, and coordinating services and monitoring care needs. Participates in policy and program development, health education,…
Added 31 mins ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Calgary, AB
- Full-time
If you are unsure whether or not your experience matches every requirement below, we encourage you to apply anyway. We are looking for varied and diverse perspectives and experiences that…
Added 46 mins ago
Community Mental Health Worker - Youth Huddle
Winnipeg Regional Health Authority
Portage la Prairie, MB
Minimum of two (2) years’ experience providing evidence-based mental health and addictions counselling to youth and adults. 3-5 years preferred.
Added 46 mins ago
Inside Sales Representative
Berlin Packaging Canada Corporation
Dorval, QC
We are seeking an Inside Sales Representative, who will develop sales through prospecting and servicing new and existing customers. Increase revenue by targeting and winning sales across a…
Added 46 mins ago
Care Coordinator Supervisor (DSP Supervisor)
The Government of Nova Scotia
NS · DARTMOUTH, NS
You have extensive experience in conducting assessments, interviews, and negotiations, particularly in complex client situations. Your sound judgment, paired with strong communication and…
Added 46 mins ago
Communications Officer
The Government of Nova Scotia
Halifax, NS
Completion of a related bachelor’s degree along with one year of professional communications experience
Added 46 mins ago
R
Bilingual (French/English) Customer Service Representative
RBC
Mississauga, ON
- Full-time
The Bilingual (French/English) Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their…
Added 46 mins ago
R
Customer Service Representative - Creditor Insurance
RBC
Mississauga, ON
- Full-time
The Customer Service Representative - Creditor Insurance will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You…
Added 46 mins ago
C
Claims Representative I, Auto
Co-operators
Laval, QC
- Full-time
As the Claims Representative I, Auto, you will investigate, negotiate and settle service claims for the organization. You will contribute to the organization’s client service culture…
Added 1 hour ago
GF
Sales and Service Representative (Fitness Trainer) - Toronto Yonge and Lawrence
GoodLife Fitness
Toronto, ON
- Part-time
What is a Sales and Service Representative (Fitness Trainer)?
Added 1 hour ago
C
Business Development Associate
Corpay
Montreal, QC
- Full-time
…part of the application or interview process, please notify a representative of the Human Resources…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy is therefore essential. You…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins de l'Ouest de Laval
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive…

Desjardins

Client Financial Services Agent

Laval, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

The work mode arrangement for the position is full-time on site.

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

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 DES GRANDS BOULEVARDS (ST-CLAUDE) (30522 / Conv_Col_00089) (2019-09-26 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-19

Apply About employer

More about this job

Responsibilities

The agent provides personalized financial support to members and clients, including investment, financing, and protection solutions. They also assist advisors with business development, manage client requests, and help maintain strong business relationships.

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
Financial services
Business development
Investment advice
Financing
Communication skills
Interpersonal savvy
Sales development
Research
Problem solving
Relationship management
Action oriented
Customer focus
Situational adaptability

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Client Support
Investment
Financing
Protection
Business Development
Customer Service
Mutual Fund Representative
Pension Plan
Group Insurance
Telemedicine
Sales
Relationship Management
Financial Advisor Support

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