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Added 3 mins ago
TE
Inside Sales Representative
Titan Environmental Containment & Titan USA
Burlington, ON
- Full-time
Titan Environmental is seeking an Inside Sales Representative to support business growth in our office in Burlington, ON by building strong customer relationships, identifying sales…
Added 3 mins ago
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Inside Sales Representative
REXEL
Burlington, ON
- $45,000 to $65,000 CAD / year
- Full-time
A minimum of two years of inside sales or customer service experience
Added 3 mins ago
RB
Administrator
Royal Bank of Canada
Toronto, ON
- Full-time
Review client requests for completeness. Communicate with Client Representative for any discrepancies, clarification or incomplete requests.
Added 3 mins ago
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Client Engagement Associate [Hourly]
CIBC
Toronto, ON · Vaughan, ON
- Part-time
…clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the…
Added 18 mins ago
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Senior Analyst, Performance Reporting (13928)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $115,570 to $144,526.2 CAD / year
- Full-time
Your will also participate in the TTC Customer Service Ambassador Program.
Added 18 mins ago
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ILS Support /Tech Writer
Robertson & Company Ltd.
Ottawa, ON
- Contract
5+ years of military logistics experience required
Added 18 mins ago
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Customer Success Representative
Prophix
Toronto, ON · Etobicoke, ON
- Full-time
As a Customer Success Representative, you own the relationship with an assigned book of customer accounts, with a focus on re-engaging customers whose adoption has slipped and bringing them…
Added 18 mins ago
CT
Directeur(trice) national(e) des ventes - Esthétique médicale & professionnelle
Crescita Therapeutics
Laval, QC
- Full-time
10 ans ou plus d’expérience commerciale progressive;
Added 18 mins ago
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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 18 mins ago
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Diesel Truck Technician/Mechanic III (Helper/Apprentice)
Penske
Toronto, ON
- Full-time
…career. If you have some mechanical or vehicle maintenance experience and you are Dynamic, Motivated and Ready to learn – WE ARE COMMITTED TO DEVELOPING…
Added 18 mins ago
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Merchandising Execution Associate : Part Time (Temp) - VANCOUVER TERMINAL
The Home Depot
Vancouver, BC
- Part-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 32 mins ago
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Collections Representative
thyssenkrupp
ON · Ontario, Canada
- $60,000 USD / year
- Full-time
Reviews past due accounts with operations teams, Dir of Credit or AR Manager monthly to discuss customer issues and overdue payments.
Added 32 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 32 mins ago
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Vehicle Applications Engineer - 7-Month Term
New Flyer
Winnipeg, MB
- Temporary
Serve as primary technical correspondent and Engineering representative for production contracts and sales opportunities
Added 32 mins ago
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Représentant(e) des ventes – JR et traumatologie – Moncton / Associate Sales Representative - JR & Trauma - Moncton
Stryker
Moncton, NB · Canada, Virtual Address
- Full-time
1+ years of experience as an Associate Sales Representative for a Medical Device company
Added 32 mins ago
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Business Development Representative
Fortive
Toronto, ON
- Full-time
1 year of experience in a customer-facing role
Added 33 mins ago
MB
Territory Sales Rep - Kitchener/Waterloo/Grey County
Muskoka Brewery
Toronto, ON
- Full-time
Build collaborative partnerships by delivering more value than the competition through superior customer service, responsiveness, promotional support, and true understanding of each…
Added 47 mins ago
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Human Resources Coordinator-Lachine
Silgan Plastics
Quebec, QC
- Full-time
…creation to commercialization, our customized approach to each customer's requirements is what sets us apart from the…
Added 47 mins ago
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Financial Service Representative - LendDirect Office 1603
LendDirect
St. Thomas, ON
- Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 47 mins ago
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Expert en assurance de biens des entreprises III
Intact
Mississauga, ON
- Full-time
Le salaire de la personne retenue pour ce poste sera déterminé selon un ensemble de facteurs, dont : l’expérience professionnelle, les compétences, la contribution anticipée quant au poste,…
Added 48 mins ago
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Customer Service Rep (Bilingual: French/English) On-Site
Concentrix
Oshawa, ON
- $24 to $28.5 CAD / hour
- Full-time
As a Bilingual Customer Service Representative, you will:
Added 48 mins ago
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Senior Customer Service Representative
ProAmpac
Whitby, ON
- Full-time
5+ years of customer service experience, ideally in extrusion, packaging, converting, printing or another custom-manufacturing setting.
Added 48 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 48 mins ago
IT
Business Development Representative
Intelex Technologies ULC
Toronto, ON
- Full-time
1 year of experience in a customer-facing role
Added 48 mins ago
Senior Product Specialist - Personal Lines
Wawanesa Insurance
Calgary, AB · AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON · Hybrid - Canada, ON
…salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $90,000 -…

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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