Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 19 mins ago
T
Associé/e, Services bancaires personnels (Temps plein)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 1 hour ago
L
Senior Manager, Portfolio Governance & Delivery (IT Capital Projects)
Liberty
Oakville, ON
- $120,000 to $170,000 CAD / year
- Full-time
Added 1 hour ago
Senior Manager, Portfolio Governance & Delivery
Liberty Utilities
Oakville, ON
Added 2 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 2 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Richmond, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 2 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
White Rock, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 2 hours ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Surrey, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 2 hours ago
T
Personal Banking Associate (Full time)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 3 hours ago
TC
Manager, Financial Reporting and Advisory Services - Mining
Treewalk Consulting Inc.
Remote, Canada
- $110,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund – We pay 100 % of your CPA modules, annual dues, and any pro-dev courses you choose - and we’ll never claw it back if you move on.
Added 3 hours ago
TC
Senior Manager, Financial Reporting and Advisory - Life Sciences
Treewalk Consulting Inc.
Remote, Canada
- $125,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund: We pay 100% of your CPA modules, annual dues, and any pro-dev courses you choose, and we’ll never claw it back if you move on.
Added 3 hours ago
TC
Manager, Financial Reporting and Advisory Services - US GAAP
Treewalk Consulting Inc.
Remote, Canada
- $110,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund: We pay 100% of your CPA modules, annual dues, and any pro-dev courses you choose, and we’ll never claw it back if you move on.
Added 3 hours ago
TC
Senior Manager, Financial Reporting and Advisory - Technology
Treewalk Consulting Inc.
Remote, Canada
- $125,000 CAD / year
- Full-time
- Remote
No-Strings Learning Fund: We pay 100% of your CPA modules, annual dues, and any pro-dev courses you choose, and we’ll never claw it back if you move on.
Added 4 hours ago
MC
Fund Development & Donor Relations Coordinator
MaKami College
Calgary, AB
- Full-time
The Fund Development & Donor Relations Coordinator provides administrative and operational support for the MaKami College Education Foundation’s fundraising and donor relations activities.…
Added 4 hours ago
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
…Global Wealth Management (“GWM”) with a focus on the mutual fund and ETF investment universe for Offshore and International Wealth operations. Support GIS Investment Strategy and…
Added 5 hours ago
VF
Branch Manager
Valley First
Kamloops, BC
- $100,800 to $129,200 CAD / year
- Full-time
Mutual fund license required depending on region
Added 5 hours ago
S
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
- Full-time
…Global Wealth Management (“GWM”) with a focus on the mutual fund and ETF investment universe for Offshore and International Wealth operations. Support GIS Investment Strategy and…
Added 5 hours ago
MU
Accounting Tech ll - Charitable Accounting, Financial Services
MacEwan University
AB · Edmonton, AB
- Full-time
Pulling various reports such as donation lists to a particular fund, spreadsheets tracking multiple years, multiple fundraising campaigns and multiple types of donations as well as…
Added 5 hours ago
HR
Accounts Payable Finance Clerk
Halton Regional Police Service
Oakville, ON
- Temporary
Responsible for general accounting duties related to accounts payable, board trust fund, cash receipts, credit card use, police auctions, training courses and clothing allowance.
Added 5 hours ago
PD
Manager, Transitional Housing
Phoenix Drug & Alcohol Recovery and Education Society
Surrey, BC
- Full-time
Participate in contract development and fund-raising activities
Added 5 hours ago
SL
Director, Canadian Tax
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Familiarity with Canadian Investment Fund tax regime (asset).
Added 5 hours ago
M
Plan Right Support Agent
Manulife
Toronto, ON
- Full-time
…with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The…
Added 5 hours ago
FO
Senior Finance Manager, Programs
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…a key role in all financial aspects for the Green Municipal Fund (GMF), Growing Canada’s Community Canopies (GCCC) funding programs being accountable for compliance, reporting and…
Added 5 hours ago
MD
Lobby Lead Worker - State Prog Admin, Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift
Added 5 hours ago
TD
Senior Financial Reporting Analyst
Tetra Digital Group
Toronto, ON
- $100,000 to $125,000 CAD / year
- Full-time

Desjardins

Client Financial Services Agent

Laval, QC, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com 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 on desjardins.wd10.myworkdayjobs.com 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

Report this job

Work requirements

Jobs in Canada