Find work in Canada.

588,262 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
LT
Specialist, HR Business Partner (Permanent - Part-time 28hrs/week)
L3Harris Technologies
Montreal, QC
- Part-time
The Human Resources Business Partner (HRBP) serves as a trusted advisor to managers and employees. The incumbent supports teams in areas including employee relations, performance…
Added 2 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 mins ago
RB
Client Advisor
Royal Bank of Canada
Carlyle, SK
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 2 mins ago
RB
Part Time Client Advisor
Royal Bank of Canada
Cowichan 1, BC · DUNCAN, British Columbia
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 2 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Winnipeg, MB
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Barrie, ON · Markham, ON · Mississauga, ON · Oshawa, ON · Toronto, ON · Vaughan, ON · ON · BRAMPTON, Ontario
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 mins ago
B
Talent Acquisition Advisor
BRP
Montreal, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 2 mins ago
B
Talent Acquisition Advisor
BRP
Valcourt, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 17 mins ago
DG
HR Business Partner
DHL Global Forwarding
Montreal, QC
- Full-time
…join our team in Montreal or Mississauga. Acting as a trusted advisor to leaders, this role translates business priorities into practical people strategies and drives execution across…
Added 31 mins ago
RU
ServiceNow Architect
RSM US LLP
Toronto, ON
- Full-time
…technology strategies. This role serves as a trusted technical advisor to clients and provides architectural leadership throughout the full lifecycle of ServiceNow implementations and…
Added 46 mins ago
D
Product Owner - Product management
Desjardins
Montréal-Ouest, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 47 mins ago
R
Client Advisor
RBC
Carlyle, SK
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 47 mins ago
R
Insurance Advisor Life, Health & Wealth
RBC
Saskatoon, SK
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 47 mins ago
R
Client Advisor
RBC
Kerrobert, SK
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 47 mins ago
Director, Engineering, Pacific Link
Trans Mountain
Calgary, AB
Added 47 mins ago
Banking Advisor Trainee (Contract) - North Bay BBC
Scotiabank
North Bay, ON
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 47 mins ago
Senior Manager- Forensics- Assurance
EY
Toronto, ON
Develop trusted business advisor relationships with clients.
Added 47 mins ago
Manager- Forensics- Assurance
EY
Toronto, ON
Develop trusted business advisor relationships with clients.
Added 1 hour ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Compliance Specialist is responsible for the oversight of Advisor business activities and the execution of various compliance programs, including business practice reviews,…
Added 1 hour ago
EV
Advisor, Talent Management
Elk Valley Resources
Sparwood, BC
- $85,000 to $100,200 CAD / year
- Full-time
Reporting to the Manager Talent Development, Performance & Succession, the Advisor, Talent Management will be responsible for providing insights and support for the development,…
Added 1 hour ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
The Senior Compliance Specialist is responsible for the oversight of Advisor business activities and the execution of various compliance programs, including business practice reviews,…
Added 1 hour ago
Automotive Sales Advisor - Campus Nissan Victoria
The Jim Pattison Auto Group
Victoria, BC
…individual to join our Campus Nissan Victoria sales team as a Sales Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for…
Added 1 hour ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 1 hour ago
D
Security Advisor
Desjardins
Levis, QC · Montreal, QC · Trois-Rivières, QC · Complexe Desjardins Montréal
- Full-time
As a security advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's…
Added 1 hour ago
C
Financial Advisor - CIRO-MFD/AMF (Urban)
CIBC
Richmond, BC
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…

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

Report this job