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Added 7 mins ago
HEALTH & SAFETY ADVISOR
Boutique La Vie En Rose
Montreal, QC
The Health & Safety Advisor supports the implementation and continuous improvement of the company’s health and safety program across Canada. This role contributes to accident prevention,…
Added 7 mins ago
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Mobile Mortgage Advisor (Commission Only) - Regina and Rural Saskatchewan
CIBC
Regina, SK
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 7 mins ago
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Manager, Business Continuity
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 7 mins ago
AG
Account Manager, Client Engagement & Adoption
Altus Group
Toronto, ON
- Full-time
Ownership and influence. You will take ownership of a portfolio of established client relationships, becoming a trusted advisor who helps clients realize value, strengthen adoption, and…
Added 7 mins ago
TT
Senior Category Management Specialist
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $76,620 to $107,268 CAD / year
- Full-time
Collaborates with Business Partners to drive value for the business, while maintaining high quality service standards. Ensures key Business Partner alignment and satisfaction. Participates…
Added 7 mins ago
YI
Account Manager (Client Success & Growth)
YuJa Inc.
Toronto, ON · North York, Ontario
- Full-time
…strategic upselling and renewals. You'll serve as a trusted advisor to our clients, ensuring they achieve maximum value from our solutions while identifying opportunities to expand their…
Added 7 mins ago
YI
Client Success Manager - Bilingual (French & English)
YuJa Inc.
Toronto, ON · North York, Ontario
- Full-time
…strategic upselling and renewals. You'll serve as a trusted advisor to our clients, ensuring they achieve maximum value from our solutions while identifying opportunities to expand their…
Added 7 mins ago
LE
Seasonal Beauty Advisor - Part Time - Crossiron Mills
L'Occitane En Provence
AB
- Part-time
- Temporary
Added 7 mins ago
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H&M Sales Advisor
H&M
Innisfil, ON
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 7 mins ago
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Senior Account Manager
Worldhire
Toronto, ON · Greater Toronto Area, Canada
- $275,000 to $325,000 CAD / year
- Full-time
Serve as the senior commercial advisor and primary executive escalation interface for bank stakeholders on Bay Street.
Added 22 mins ago
Director, Pipeline, Pacific Link
Trans Mountain
Calgary, AB
Added 22 mins ago
Director, Facilities, Pacific Link
Trans Mountain
Calgary, AB
Added 22 mins ago
Senior Manager, AI and Emerging Technology sourcing
Scotiabank
Toronto, ON
Negotiate commercially strong agreements balancing TCO, consumption vs. subscription models, service levels, flexibility, exit rights, and long-term business needs.
Added 22 mins ago
R
Insurance Advisor Life, Health & Wealth
RBC
Kelowna, BC · Penticton, BC · Vancouver, BC · Vernon, BC · West Kelowna, BC
- 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 22 mins ago
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Insurance Advisor Life, Health & Wealth
RBC
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 22 mins ago
R
Part Time Client Advisor
RBC
Duncan, BC
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 22 mins ago
R
Insurance Advisor Life, Health & Wealth
RBC
AB
- 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 37 mins ago
HI
Information Security Specialist
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Contract
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.
Added 37 mins ago
NB
Banking Advisor Mutual Fund Representative
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 37 mins ago
NB
Senior Advisor, Transfer Pricing
National Bank of Canada
Montreal, QC
- Full-time
Pricing Advisor in the taxation team at National Bank means acting as a
Added 37 mins ago
Investment Associate (Contract position)
The Canada Life Assurance Company
Winnipeg, MB
Participate in client and advisor meetings, document outcomes, and execute timely follow-up on onboarding, allocations, planning, and service requests.
Added 37 mins ago
Senior Advisor Associate
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
Our IPC Securities Operations team is currently growing! We are seeking a Senior Advisor Associate – someone who can provide exceptional client service and support to our Advisory teams to…
Added 37 mins ago
NC
Client Executive, Personal Insurance
NFP Corp
Hamilton, ON · Kitchener, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
Resolving any concerns or complaints with a professional demeanour by leveraging product and service knowledge
Added 37 mins ago
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Performance Engineering Lead
TD
Mississauga, ON · Toronto, ON
- Full-time
Be a performance test advocate and advisor for the performance tools and frameworks that serve as a model for others with regard to quality, scalability, operability, maintainability, etc
Added 52 mins ago
SA
Customer Service Advisor
Steele Auto Group
Halifax, NS
- Full-time
Colonial Honda is looking for a Service Advisor to join our team in Halifax, Nova Scotia! As a Service Advisor, you will be the friendly face and dependable guide our clients rely on…

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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