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Added 8 mins ago
WC
Bilingual Outside Sales Representative (Cargo) - Timmins,ON
Wurth Canada
Timmins, ON
- $51,000 to $92,000 CAD / year
- Full-time
Added 8 mins ago
FR
Strata Manager
FirstService Residential Canada
Kelowna, BC
- Full-time
Added 8 mins ago
FR
RECA Licensed Leasing Agent
FirstService Residential Canada
Calgary, AB
- Internship
…enjoys a variety of tasks all while ensuring a high level of customer service is always…
Added 8 mins ago
BT
Counter Sales Representative
Bumper to Bumper Canada
Port Hawkesbury, NS
- Full-time
We are looking for someone seeking exciting new opportunities as Counter Sales Representative for our thriving team in Port Hawkesbury, NS. The successful person will be an energetic,…
Added 8 mins ago
DR
Junior Sales Representative
Dawn Recruiting Agency
AB · Edmonton, AB
- Full-time
…to individuals who enjoy interacting with people, building customer relationships, and developing their sales…
Added 8 mins ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
AB · Edmonton, AB
- Full-time
Are you passionate about delivering exceptional customer
Added 8 mins ago
FH
Customer Service & Order Entry Representative
Fuze HR Solutions
St. Catharines, ON
- Full-time
…commercial and operational environments. They are looking for a customer-focused professional to join their local branch and play a key role in supporting customers, processing orders,…
Added 8 mins ago
DR
Junior Sales Representative
Dawn Recruiting Agency
Mississauga, ON
- Full-time
…to individuals who enjoy interacting with people, building customer relationships, and developing their sales…
Added 8 mins ago
DR
Junior Sales Representative
Dawn Recruiting Agency
Toronto, ON · North York, ON
- Full-time
…to individuals who enjoy interacting with people, building customer relationships, and developing their sales…
Added 8 mins ago
DR
Junior Sales Representative
Dawn Recruiting Agency
Cambridge, ON
- Full-time
…to individuals who enjoy interacting with people, building customer relationships, and developing their sales…
Added 8 mins ago
FR
Security Concierge
FirstService Residential Canada
Oakville, ON
- Full-time
Added 8 mins ago
SH
Dietary Aide
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Added 8 mins ago
Sales Representative - Mining
KSB Company
Mississauga, ON
KSB is a leading supplier of pumps, valves and related service. Our reliable, high-efficiency products are used in applications wherever fluids need to be transported or shut off, covering…
Added 8 mins ago
Dietary Aide - Repost
Winnipeg Regional Health Authority
Winkler, MB
Added 8 mins ago
PR
Retail & Customer Service Associate
POWERGROUP Resources
Norwich, ON
- Full-time
…Southwestern Ontario. We are committed to delivering exceptional service and innovative solutions that help businesses operate efficiently. As a Retail & Customer Service Associate, you…
Added 8 mins ago
GT
Softgoods Associate (Part-Time)
Giant Tiger
Hagersville, ON
- Part-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 8 mins ago
GT
Store Associate (Full-Time)
Giant Tiger
Varennes, QC
- Full-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 8 mins ago
GF
Local Class 1 Delivery Driver
Gordon Food Service
Grande Prairie, AB
- Full-time
Welcome to Gordon Food Service! We are excited that you are thinking about opportunities with us, and we have an amazing story to share. Here's a quick glance of who we are and the impact…
Added 23 mins ago
B
Customer Service Representative
Boomerang
Toronto, ON
- Full-time
Boomerang is growing its Toronto team and hiring a Customer Service Representative to be the friendly face of our clients' brands at live events and in-store promotions across the GTA.…
Added 23 mins ago
AC
Customer Service Representative
Aston Carter
Burnaby, BC
- $50,000 to $52,000 CAD / year
- Full-time
Aston Carter's large client in Burnaby is seeking a Customer Service Representative to join their team on a permanent basis! This individual will play a key role in supporting customers by…
Added 38 mins ago
SE
Outside Services Sales Representative (OSSR)
Schneider Electric
Ottawa, ON · ON · UNAVAILABLE, Ontario
- Full-time
The Outside Services Sales Representative (OSSR) is committed to optimizing our customers’ operations, budget, and asset lifecycle through improved performance, increased safety, and…
Added 38 mins ago
KI
Plumber
Key Industries
Saint John, NB
- Full-time
Added 38 mins ago
S
OLB Manager, Onboarding, Regulatory & Mailroom - Toronto, ON
Scotiabank
Toronto, ON
- Full-time
Added 38 mins ago
B
Events Assistant
Boomerang
Toronto, ON
- Full-time
…across the GTA. If you love talking to people, delivering great customer service and have a hunger to learn, this is an entry-level role where you'll gain real, hands-on experience in event…
Added 38 mins ago
AB
Customer Care Coordinator
Ayers Basement Systems
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- Full-time
…smoothly? We’re on the hunt for an enthusiastic, detail-oriented Customer Service Representative/Administrative Assistant to join our fast-paced and rewarding environment! If you love…

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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