Jobs in Canada

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Added 4 mins ago
PL
Senior Financial Accountant, Financial Reporting (10-month contract)
Pacific Life
Toronto, ON
- Full-time
The Senior Financial Accountant, Financial Reporting role sits within the Pacific Life Re (PL Re) Financial Reporting and Tax (FRT) team and reports to the Manager, Financial Reporting.
Added 4 mins ago
N
Sr Analyst, Retail, Regional Finance
Nutrien
Saskatoon, SK
- Full-time
Added 4 mins ago
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
Added 4 mins ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 4 mins ago
U
Insurance Business Analyst
UST
ON · Ontario, Canada
- Full-time
Added 4 mins ago
BC
Intern, Financial Reporting & Insights (Winter 2027)
BDO Canada
Montreal, QC
- Full-time
Added 4 mins ago
UM
Casting Production Coordinator (fixed term)
Ubisoft Montréal
Montreal, QC
- Full-time
Added 4 mins ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 4 mins ago
QM
Accounts Payable & Accounting Analyst
Quantum Management Services Ltd.
Toronto, ON
- $38 to $42 CAD / hour
- Contract
Added 4 mins ago
TI
Business Systems Analyst
Themesoft Inc.
Toronto, ON
- Contract
Added 4 mins ago
H
UAT lead
Hays
Toronto, ON
- Contract
Added 4 mins ago
MA
Business Analyst
MSH Americas - Diot-Siaci Group
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
Added 4 mins ago
U
Senior Business Analyst
UST
ON · Ontario, Canada
- Full-time
Added 4 mins ago
KR
Financial Reporting Analyst
Kassen Recruitment
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
Added 4 mins ago
DL
Senior Business Systems Analyst (BSA) for Online Business Banking (OLBB)
Diverse Lynx
Toronto, ON
- Contract
Added 4 mins ago
R
Senior Writer, CBC Money, (English Services) (On-site)
Radio-Canada
AB · Edmonton, AB
- Full-time
Added 4 mins ago
WC
Development Coordinator
Westerkirk Capital
Victoria, BC
- $80,000 to $120,000 CAD / year
- Full-time
Added 4 mins ago
HS
Automation Test Engineer/SDET
Hire'in Solutions
Toronto, ON
- Contract
Added 4 mins ago
GW
Accountant
Gibbons Whistler
Whistler, BC
- Full-time
We're looking for a commercially minded Accountant to join our Finance team. This is a hands-on role that combines core accounting responsibilities with operational business partnering.…
Added 4 mins ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 4 mins ago
CF
Associate Director, PSP Operations
Canadian Forces Morale and Welfare Services
Ottawa, ON
- Full-time
Added 4 mins ago
FT
Business Coordinator
Fathom Talent Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Location -Thornhill, ON (York Region) - four days in office, one day remote
Added 4 mins ago
R
Senior Manager, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Added 4 mins ago
OI
Manager, Business Information and Analytics
Ottawa International Airport Authority YOW / Administration de l'aéroport international d'Ottawa YOW
Ottawa, ON
- Full-time
Added 4 mins ago
DT
Senior Accountant
DEFSEC Technologies Inc.
Ottawa, ON · Kanata, ON
- $65,000 to $90,000 CAD / year
- Full-time

Desjardins

Client Financial Services Agent

Saint-Félicien, QC, Canada
Caisse Desjardins du Domaine-du-Roy, 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 17, 2026
Posting language: English
Posted: Nov 13, 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-12-16

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The agent provides personalized financial support to members and clients by offering investment, financing, and protection solutions. They also 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
Relationship management

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment
Financing
Protection
Business Development
Customer Service
Mutual Fund Representative
Client Relations
Sales
Financial Planning
Banking
Relationship Management
Financial Advisor Support

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Work requirements

Jobs in Canada