Jobs in Canada

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Added 29 mins ago
MA
Sales Representative-Bilingual (French/English)
Messer Americas
Timmins, ON
- Full-time
As a Sales Representative, you will play a key role working daily to build business relationships with customers and to deliver Messer's superior standards of customer service, including:
Added 29 mins ago
MA
Sales Representative
Messer Americas
Red Deer, AB
- Full-time
As a Sales Representative, you will play a key role working daily to build business relationships with customers and to deliver Messer's superior standards of customer service, including:
Added 29 mins ago
GO
Maintenance Assistant
Government of Manitoba
Headingley, MB
- Full-time
Must possess and maintain a satisfactory Criminal Record Check · Must possess a valid Class 5 Drivers Licence and be able to work in other locations within the Division as needed
Added 59 mins ago
S
Sales Representative | Suncoast Toronto
Suncoast
Beamsville, ON
- Full-time
Suncoast is looking for a motivated and outgoing Sales Representative / Project Consultant to join our Ontario team, based out of our Beamsville office and serving customers throughout…
Added 1 hour ago
M
Sales Coordinator
MTCC
Toronto, ON
- Full-time
…Convention Centre (MTCC) is Canada’s most successful convention and trade show facility. The MTCC welcomes approximately 1 million visitors each year, hosting a variety of events from…
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 2 hours ago
Maintenance Assistant
Public Service Delivery
Headingley, MB
Must possess and maintain a satisfactory Criminal Record Check · Must possess a valid Class 5 Drivers Licence and be able to work in other locations within the Division as needed
Added 3 hours ago
D
Client Financial Services Agent
Desjardins
Caisse Desjardins des Moissons-et-de-Roussillon
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 3 hours ago
D
Wealth Management Advisor
Desjardins
La Pocatière, QC · Caisse Desjardins de l'Anse de La Pocatière
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 3 hours ago
OT
Sr. AI Developer
Open Text Corporation
Waterloo, ON
- Other
Working independently within a team. You communicate trade-offs, surface risks early and follow through on the operational issues that emerge after a feature ships.
Added 3 hours ago
D
Advisor, Personal
Desjardins
Levis, QC
- Full-time
Representative’s certificate in damage insurance (AMF)
Added 3 hours ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 3 hours ago
D
Personal Finance Advisor
Desjardins
Gatineau, QC · Caisse Desjardins de Hull-Aylmer
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 4 hours ago
S+
Electrical Field Representative
Smith + Andersen
Calgary, AB
- Full-time
The Calgary office of Smith + Andersen is seeking an Electrical Field Representative who specializes in electrical building services. With meticulous attention to detail, you thrive on…
Added 4 hours ago
D
Personal Finance Advisor
Desjardins
Saint-Marc-des-Carrières, QC · Saint-Ubalde, QC · Caisse Desjardins de l'Ouest de Portneuf
- Full-time
Mutual fund representative certificate, Autorité des marchés financiers
Added 4 hours ago
D
Personal Finance Advisor
Desjardins
Saint-Marc-des-Carrières, QC · Saint-Ubalde, QC · Caisse Desjardins de l'Ouest de Portneuf
- Full-time
Mutual fund representative certificate, Autorité des marchés financiers
Added 4 hours ago
D
Client Financial Services Agent
Desjardins
Gatineau, QC · Caisse Desjardins de Hull-Aylmer
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
CC
Coordinator, Materials Management
Cameco Corporation
SK · Saskatchewan, Canada
- Full-time
…create a culture where inclusion is the goal, and a diverse and representative workforce is our measure of success. Cameco is committed to providing an inclusive selection process, free…
Added 5 hours ago
CC
Mechanical Planner, Maintenance
Cameco Corporation
SK · Saskatchewan, Canada
- Full-time
…create a culture where inclusion is the goal, and a diverse and representative workforce is our measure of success. Cameco is committed to providing an inclusive selection process, free…
Added 5 hours ago
RC
Inside/Counter Sales Representative
Rexel Canada
Kelowna, BC
- Full-time
We are looking for a sharp, customer-focused Inside/Counter Sales Representative to join our electrical wholesale team in Kelowna, BC. This is a front-line role supporting contractors and…
Added 5 hours ago
IW
Senior Software Engineering Specialist
IG Wealth Management
ON · Ontario, Canada
- Full-time
Coordinate dependencies with Architects, Platform, Infrastructure, Security/Risk partners; surface trade-offs and sequencing impacts.
Added 5 hours ago
IW
Senior Software Engineering Specialist
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Coordinate dependencies with Architects, Platform, Infrastructure, Security/Risk partners; surface trade-offs and sequencing impacts.
Added 6 hours ago
R
Inside/Counter Sales Representative
REXEL
Kelowna, BC
- Full-time
We are looking for a sharp, customer-focused Inside/Counter Sales Representative to join our electrical wholesale team in Kelowna, BC. This is a front-line role supporting contractors and…
Added 6 hours ago
D
Wealth Management Advisor
Desjardins
Waterloo, ON · Cowansville, QC · Caisse Desjardins de Brome-Missisquoi
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 6 hours ago
D
Personal Finance Advisor
Desjardins
Notre-Dame-des-Prairies, QC · Joliette, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers

Desjardins

Client Financial Services Agent

Shawinigan, QC, Canada
Caisse Desjardins du Centre-de-la-Mauricie, 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 27, 2026
Posting language: English
Posted: Nov 12, 2026

Original job description

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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-26

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

You will provide personalized financial support to clients by offering investment, financing, and protection solutions while maintaining business relationships. Additionally, you will assist with business development initiatives and help clients navigate digital tools and service channels.

Requirements

Candidates must possess an Attestation of Collegial Studies and 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
Interpersonal savvy
Sales
Problem solving
Research
Relationship management
Customer focus
Situational adaptability

Benefits

Competitive salary
Annual bonus
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
Investment
Financing
Protection
Business Development
Customer Satisfaction
Mutual Fund Representative Certificate
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Sales Development
Client Relations
Automation
Financial Advisor Support

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Work requirements

Jobs in Canada