Jobs in Canada

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Added 2 mins ago
T
TDS Operations Analyst III
TD
Toronto, ON
- Full-time
…accurate processing, strong risk controls, and a consistent client experience. We foster an inclusive, collaborative culture grounded in TD’s Shared Commitments and a continuous-improvement…
Added 2 mins ago
T
Associate Investment Advisor
TD
Waterloo, ON
- Full-time
This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management…
Added 2 mins ago
SG
Spécialiste de l'expérience client/Customer Experience Specialist
Solutions GURUS (GURUS Solutions)
Montreal, QC
- Full-time
…Specialist to join our high-performing team and act as a trusted advisor to our clients as they scale their operations with NetSuite and our ecosystem of…
Added 2 mins ago
MW
Junior Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
Our Investment Advisor Mentoring Program is crafted to guide you through the licensing process and equip you with the skills and knowledge necessary to build a successful client portfolio…
Added 2 mins ago
SM
Business Development Manager
Solutions Metrix
Montreal, QC
- Full-time
Use existing company, employee, advisor, client, and partner connections for introductions.
Added 18 mins ago
D
Client Financial Services Agent
Desjardins
Caisse Desjardins des Moissons-et-de-Roussillon
- Full-time
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…
Added 18 mins ago
D
Wealth Management Advisor
Desjardins
La Pocatière, QC · Caisse Desjardins de l'Anse de La Pocatière
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 18 mins ago
D
Senior Advisor, Personal
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs…
Added 18 mins ago
AC
Vice President of Marketing And Business Development
Agentis Capital
Vancouver, BC
- Full-time
Flexibility in how you work: join full-time, or on a fractional basis of approximately three days per week, with competitive compensation either way
Added 33 mins ago
Chaîne d'approvisionnement SAP / Supply Chain Value Advisor SAP Supply Chain
Syntax
Thornhill, ON
Fournisseur de services infonuagiques gérés pour les applications d’entreprise essentielles, Syntax offre des solutions technologiques complètes aux entreprises de toutes tailles depuis…
Added 33 mins ago
Infrastructure & Cloud Analyst
Trans Mountain
Calgary, AB
Must have a valid Class 5 driver’s license
Added 33 mins ago
MR
Senior Solutions Engineer
Metrics Recruitment
Vancouver, BC · Greater Vancouver, BC
- Full-time
Our client is a Vancouver-headquartered enterprise software company that sits at the intersection of banking and business software. Their platform lets major banks offer treasury and…
Added 48 mins ago
A
Director, Mechanical & Electrical, Atlantic
AtkinsRéalis
St. John's, NL · Bedford, NS
- Full-time
Serve, when appropriate, as Project Director, Project Manager, senior technical advisor or client executive.
Added 48 mins ago
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Senior Associate, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial…
Added 48 mins ago
RB
Director, Newcomer Channel Strategy & Operations
Royal Bank of Canada
Toronto, ON
- Full-time
…newcomer strategy: translating our ambition into intuitive client journeys, scalable capabilities, effective frontline experiences and an ecosystem of services that helps newcomers…
Added 1 hour ago
DA
Automotive Service Advisor
Dueck Auto Group
Richmond, BC
- Full-time
Dueck Richmond is seeking an experienced and driven Service Advisor to join one of the largest automotive groups in Metro Vancouver.
Added 1 hour ago
D
Advisor, Personal
Desjardins
Levis, QC
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in…
Added 1 hour ago
D
Large Group Account Executive, Group Benefits
Desjardins
Toronto, ON
- Full-time
Must have a valid driver’s license and access to a vehicle
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
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…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Gatineau, QC · Caisse Desjardins de Hull-Aylmer
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
BS
Human Resources Advisor
Burnaby School District - SD41
Burnaby, BC
- Full-time
Reporting to the Assistant Director, the Human Resources Advisor functions as part of the Human Resources Team and is involved in all aspects of HR. The HR Advisor is the first point of…
Added 1 hour ago
Senior Manager, HR Business Partner (HR portfolio)
Scotiabank
Toronto, ON
Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Added 1 hour ago
Senior Manager, Global Compliance Quality Assurance
Scotiabank
Toronto, ON
Partner with Compliance 2B and 2A stakeholders to support enterprise initiatives and provide constructive challenge as a trusted advisor.
Added 1 hour ago
ScotiaMcLeod Administrative Associate - Halifax
Scotiabank
Halifax, NS
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 1 hour ago
Corporate Secretariat Coordinator
National Research Council Canada
Ottawa, ON
Individuals must have lived in Canada for a sufficient period of time to enable the security screening process

Desjardins

Client Financial Services Agent

Caisse Desjardins des Moissons-et-de-Roussillon, 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: Dec 4, 2026
Posting language: English
Posted: Nov 12, 2026

Original job description

Temporary 12-month position

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

2026-12-3

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

You will provide personalized financial support to members and clients by offering investment, financing, and protection solutions. Additionally, you will assist advisors with business development, manage client requests, and help maintain strong business relationships.

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
Investment advice
Financing
Protection products
Business development
Communication
Interpersonal skills
Sales
Problem solving
Research
Administrative support
Relationship management
Automation tools
Mutual fund representation

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
Investment
Financing
Protection
Business Development
Customer Service
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Client Relations
Sales Development
Financial Advisor Support
Banking

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Work requirements

Jobs in Canada