Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 15 mins ago
D
Advisory Agent, Member and Client Experience
Desjardins
Saint-Hyacinthe, QC
- Part-time
As a member and client experience advisory agent at Caisse Desjardins de la Région de Saint-Hyacinthe, you help give members and clients a better experience, and ensure that they are…
Added 15 mins ago
D
Client Financial Services Agent
Desjardins
Saint-Félicien, QC · Caisse Desjardins du Domaine-du-Roy
- 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 28 mins ago
LN
Lead Continuous Improvement Engineer
Legrand, North & Central America
Mississauga, ON
- Full-time
…activities, and standard work development. Acts as a change agent by coaching employees and leaders on Lean principles, daily management practices, and Legrand values. Monitors results…
Added 45 mins ago
AC
Vice President, Finance
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Acts as a change agent, consulting on organizational projects with a focus on providing financial analysis and information
Added 45 mins ago
MD
Senior Systems - Database Administrator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift
Added 45 mins ago
D
Operate Contact Center as a Service - Technology Specialist
Deloitte
Toronto, ON
- Full-time
Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
Added 1 hour ago
EA
Customer Service Agent
Executive Aviation
Kelowna, BC
- Part-time
…position is $19.05-$22.95/hour. We offer comprehensive Health benefits for all part- and full-time team members. We also have fantastic flight benefits with the airlines that we support. We…
Added 1 hour ago
E
Production Reliability Engineer, AI Platform
Equinix
Toronto, ON
- Full-time
Instrument services with logs, metrics and traces (e.g., OpenTelemetry), from the user request through agent, tool and model calls
Added 1 hour ago
AI Architect
NTT DATA Services
Halifax, NS
Design and implement multi-agent AI systems that coordinate specialized agents, tools, and enterprise workflows.
Added 1 hour ago
Guest Service Agent
Canad Inns
Winnipeg, MB
Added 2 hours ago
D
Agent, Benefits
Desjardins
Levis, QC
- Full-time
As a claims agent, you help process life and health insurance claims, promote occupational health and manage disabilities. You perform clerical and administrative tasks to support your…
Added 2 hours ago
D
Software Developer
DIRTT
AB · Calgary, AB
- Full-time
Build and improve agent harnesses and orchestration: agent loops, subagents and multi-agent workflows, including agents that carry out development work.
Added 3 hours ago
Customer Service Agent
Calm Air Human Resources
Arviat, NU
Must have exceptional customer service skills · Must have own transportation to and from work
Added 3 hours ago
V
Software Team Lead, MachineLogic / Chef d’équipe, génie logiciel (MachineLogic)
Vention
Montreal, QC
- Full-time
Hands-on experience with LLM-based or agent-based systems: orchestration, tool calling, RAG, evals, and handling model uncertainty inside a product where the user demands reliability.
Added 3 hours ago
F
Procurement Co-op
FluksAqua
Oakville, ON
- Internship
All vendors must have a current and fully executed MSA on file before submitting candidates
Added 5 hours ago
MT
Travel agent
Maritime Travel
Halifax, NS
- Full-time
Added 5 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
…market retirement savings plan and market competitive group…
Added 6 hours ago
GE
Reservation Agent - Internal Candidates Only
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Must have working knowledge of voucher procedures, gift certificates · Must have employment eligibility in Canada
Added 9 hours ago
CG
Full Time Guest Service Agent
Canalta Group
Lac la Biche, AB
- Full-time
Group benefits including extended health care, long term disability, life insurance, dental, optical and prescriptions for full time positions
Added 11 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
…market retirement savings plan and market competitive group…
Added 11 hours ago
D
Support Agent, Group Insurance
Desjardins
Toronto, ON
- Full-time
As a Support Agent, Group Insurance, you provide administrative and operational support to our Group Insurance Business Development division. You strive to maximize operational…
Added 11 hours ago
E
US Corporate Tax - Calgary - Manager
EY
Edmonton, AB
- Full-time
cross-border tax issues and drafting technical memos related to specific client matters
Added 11 hours ago
MS
Principal Platform Infrastructure Engineer (Containers)
Menlo Security Inc.
Canada
- Full-time
…documents, and email before they reach the user. With Menlo Agent Runtime Security (MARS), that protection now extends to the AI agents working alongside every employee. Menlo Security is…
Added 11 hours ago
HN
Night Auditor/Front Desk Agent
Hospitality Newfoundland and Labrador
St. John's, NL
- Full-time
We’re looking for a Night Auditor to assist guests with their overnight requests and balance accounts from the day shift
Added 11 hours ago
HN
Golf Course Superintendent
Hospitality Newfoundland and Labrador
Holyrood, NL
- Full-time
IPM (Integrated Pest Management) Agent status (or willingness to obtain).

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

Report this job

Work requirements

Jobs in Canada