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Added 4 mins ago
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Land Representative
Hays
Calgary, AB
- Contract
Hays has partnered with a leading Canadian energy organization to recruit an experienced Senior Land Representative for a 1-year contract based in Calgary. You will join a collaborative…
Added 4 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
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
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ILS Support /Tech Writer
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Customer Success Representative
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- Full-time
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Special Order Customer Experience Representative, Staples Promotional Products - Bilingual English/French
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- $43,000 to $66,000 USD / year
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Added 4 mins ago
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Diesel Truck Technician/Mechanic III (Helper/Apprentice)
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- Full-time
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Merchandising Execution Associate : Part Time (Temp) - VANCOUVER TERMINAL
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- Part-time
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Added 18 mins ago
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Collections Representative
thyssenkrupp
ON · Ontario, Canada
- $60,000 USD / year
- Full-time
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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 18 mins ago
MB
Territory Sales Rep - Kitchener/Waterloo/Grey County
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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 19 mins ago
Water Control Systems Planning Engineer
Department of Transportation and Infrastructure
Winnipeg, MB
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 33 mins ago
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Financial Service Representative - LendDirect Office 1603
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St. Thomas, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 33 mins ago
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Expert en assurance de biens des entreprises III
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- Full-time
As a Claims Representative III, Subrogation, your work will have a big impact as you’d be responsible for the investigation, negotiation, and settlement of commercial and personal lines…
Added 33 mins ago
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Customer Service Rep (Bilingual: French/English) On-Site
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- $24 to $28.5 CAD / hour
- Full-time
As a Bilingual Customer Service Representative, you will:
Added 33 mins ago
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HVAC Parts & Supply Inside Sales Representative
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Registration Clerk
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Added 33 mins ago
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Marchandiseur - Merchandiser
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- $18 CAD / hour
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…with Canada and the USA’s top brands, delivering exceptional service that blends agility, experience, and a people-first mindset. Our mission is to provide executional excellence and agile…
Added 33 mins ago
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Marchandiseur - Merchandiser
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- $18 CAD / hour
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Added 33 mins ago
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- Full-time
Prepare Records of Employment (ROEs) for Service Canada.
Added 33 mins ago
Senior Application Developer (Computer Services Officer 4)
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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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