Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added just now
A
Senior Software Developer, PreCon
Autodesk
Montreal, QC
- Full-time
We are seeking a Senior Software Developer to join our team building innovative Preconstruction Bidding and Risk Management applications. These solutions enable customers to make smarter,…
Added just now
FR
Senior Accountant
Four Rivers Co-op
Vanderhoof, BC
- Full-time
· Five to nine years of relevant accounting experience, including experience in public practice or a retail environment.
Added just now
FR
Accountant
Four Rivers Co-op
Vanderhoof, BC
- Full-time
· Three to five years of relevant accounting experience, including experience in public practice or a retail environment.
Added just now
PC
Lead, Security Architect
Payments Canada
ON · Ontario, Canada
- $119,850 to $141,000 CAD / year
- Full-time
Mentor staff and foster continuous learning around emerging threats, vulnerabilities, and secure design practices.
Added just now
B
Account Manager
Barentz
New Hamburg, ON
- Full-time
Utilize product knowledge and sales experience to clearly deliver the value proposition to customers, existing and new
Added just now
D
Manager, Services - Compliance
Diligent
Vancouver, BC
- Full-time
…but as an opportunity. The future belongs to those who keep learning, and we are building it together. At Diligent, you’re not just building the future - you’re an agent of positive change,…
Added just now
ST
Individual and Family Therapist
Strides Toronto
Toronto, ON
- $39.75 to $46.09 CAD / hour
- Full-time
THE “MUST HAVES”
Added just now
D
Manager, Services - Compliance
Diligent
Vancouver, BC
- Full-time
…but as an opportunity. The future belongs to those who keep learning, and we are building it together. At Diligent, you’re not just building the future - you’re an agent of positive change,…
Added just now
NE
Manager, Partnerships & Corporate Accounts (GTA)
Noble Education Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…instruction, convenient training options, and an exceptional customer experience while helping individuals and organizations meet workplace safety requirements and develop essential…
Added just now
CI
Agent(e) junior en commerce international / Junior International Trade Clerk
Copap Inc.
Pointe-Claire, QC
- Full-time
Baccalauréat en administration des affaires, commerce international, logistique ou domaine connexe, ou expérience professionnelle équivalente pertinente.
Added just now
AC
Senior Electrical Controls Designer
A&H Custom Machine
Burlington, ON
- Full-time
…and driven - bringing energy to our work while continuously learning and growing together. Our team is built on trust, collaboration, and a shared commitment to doing things the right way.…
Added just now
NA
Admin Officer - Patient Services B2
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
Knowledge, training, qualifications and/or experience required to do the job:
Added just now
NS
Admin Officer - Patient Services B2
NHS Scotland
Saskatoon, SK
- Full-time
Knowledge, training, qualifications and/or experience required to do the job:
Added 15 mins ago
D
Manager
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
A minimum of nine years of relevant experience
Added 15 mins ago
D
Client Financial Services Agent
Desjardins
Caisse Desjardins des Moissons-et-de-Roussillon
- Full-time
A minimum of three years of relevant experience
Added 15 mins ago
D
Manager
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
A minimum of eight years of relevant experience
Added 15 mins ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC
- Full-time
A minimum of six years of relevant experience
Added 15 mins ago
D
Wealth Management Advisor
Desjardins
La Pocatière, QC · Caisse Desjardins de l'Anse de La Pocatière
- Full-time
Please note that other combinations of qualifications and relevant experience may be considered
Added 15 mins ago
D
Advisor, Business strategies
Desjardins
Montreal, QC · Quebec, QC
- Full-time
A minimum of four years of relevant experience
Added 15 mins ago
D
Senior Advisor, Personal
Desjardins
Montreal, QC · Levis, QC
- Full-time
A minimum of eight years of relevant experience
Added 15 mins ago
D
Directeur régional ou directrice régionale, Développement de marché jeunesse
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
A minimum of six years of relevant experience
Added 15 mins ago
B
Senior Business Analyst, Commercial Risk Data
BMO
Toronto, ON · YNG
- Full-time
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Added 15 mins ago
B
SENIOR ACCOUNT MANAGER / MANAGER, MAJOR ACCOUNTS - DEFENCE SECTOR - WINNIPEG
BDC
Winnipeg, MB
- Full-time
Opportunities for learning, training and development, and much more...
Added 15 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Fort McMurray, AB
- Full-time
…and targets. Cultivate a selling culture with associates by learning, adopting, and teaching new trends, products, and…
Added 15 mins ago
SC
Sales Associate
Staples Canada
Calgary, AB
- Part-time
3 months to 1 year of prior retail experience (preferred).

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

Report this job

Work requirements

Jobs in Canada