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Added 1 hour ago
Financial Controller
Tiller Digital
Calgary, AB
Full-time
Partner with the CEO and external advisors on government grants, reporting, and people-related financial administration.
Added 2 hours ago
Financial Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
Full-time
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Added 9 hours ago
Consultant, Senior Consultant or Assistant Manager - External & Internal Audit
Deloitte
Toronto, ON
Full-time
Experience working with clients in the following industries: banking and capital markets, insurance and investment management.
Added 11 hours ago
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
Full-time
…objectives, reinforces brand value, and delivers measurable return on investment. These events are highly visible and involve clients (IA), advisors, business partners as well as senior…
Added 11 hours ago
Associate Investment Operations Support
IG Wealth Management
MB · Manitoba, Canada
Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 11 hours ago
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
Full-time
…objectives, reinforces brand value, and delivers measurable return on investment. These events are highly visible and involve clients (IA), advisors, business partners as well as senior…
Added 11 hours ago
Portfolio Strategist
IG Wealth Management
Quebec, QC
Full-time
The National Sales Team in the Investment Solutions business (IG Investments) oversees distribution of all IG Investments products & solutions. Additionally, Investors Group Securities Inc.…
Added 13 hours ago
VP, Product, Marketing & Strategic Partnerships, Sun Life Global Investments
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
Full-time
Reporting to the President, SLGI Asset Management Inc. & SVP, Investment Solutions, the Vice President, Product, Marketing & Strategic Partnerships is a senior executive role responsible…
Added 13 hours ago
Regional Director, High Net Worth Wealth Planning
BMO
Montreal, QC
Full-time
Works collaboratively in partnership with the Vice-President Private Wealth from all branches and their Investment Advisors teams to develop and deliver a client-focussed wealth planning…
Added 13 hours ago
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · Calgary, AB · FCP
Full-time
…Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their…
Added 13 hours ago
VP, Product, Marketing & Strategic Partnerships, Sun Life Global Investments
Sun Life
Montreal, QC
Full-time
Reporting to the President, SLGI Asset Management Inc. & SVP, Investment Solutions, the Vice President, Product, Marketing & Strategic Partnerships is a senior executive role responsible…
Added 13 hours ago
VP, Product, Marketing & Strategic Partnerships, Sun Life Global Investments
Sun Life
Kitchener, ON
Full-time
Reporting to the President, SLGI Asset Management Inc. & SVP, Investment Solutions, the Vice President, Product, Marketing & Strategic Partnerships is a senior executive role responsible…
Added 13 hours ago
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON
Full-time
…Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their…
Added 13 hours ago
Associate, Internal Sales, Intermediary Distribution
BMO
Calgary, AB
Full-time
…Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their…
Added 13 hours ago
Wealth Advisor Development Program Kanata
Scotia Wealth Management
Ottawa, ON · Kanata, ON
Full-time
Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an…
Added 14 hours ago
Corporate Development Senior Associate
BMO
Toronto, ON · FCP
Full-time
Build effective relationships with internal and external stakeholders, including LOB, Finance, Risk, Legal, Tax, HR, Operations, and Technology partners, and external advisors.
Added 14 hours ago
Regional Director, High Net Worth Wealth Planning
BMO
Montreal, QC · IBMM
Full-time
Works collaboratively in partnership with the Vice-President Private Wealth from all branches and their Investment Advisors teams to develop and deliver a client-focussed wealth planning…
Added 14 hours ago
VP, Product, Marketing & Strategic Partnerships, Sun Life Global Investments
Sun Life
Toronto, ON
Full-time
Reporting to the President, SLGI Asset Management Inc. & SVP, Investment Solutions, the Vice President, Product, Marketing & Strategic Partnerships is a senior executive role responsible…
Added 14 hours ago
Administration Support Associate - 6-month Contract
The Canada Life Assurance Company
Toronto, ON
Responsible for the processing of incoming applications for insurance and assessing underwriting requirements, if applicable
Added 15 hours ago
Compliance Supervisor
National Bank of Canada
Montreal, QC
Full-time
…compliance activities to ensure that all wealth management advisors and branches adhere to the firm’s policies and procedures, as well as industry regulatory standards. Additionally, the…
Added 17 hours ago
Principal
Oakbridge Search Partners
Toronto, ON
Full-time
investment advisors, legal counsel, bankers, and insurance providers.
Added 18 hours ago
Client Financial Services Agent
Desjardins
Quebec, QC · Caisse Desjardins de Cap-Rouge – Saint-Augustin
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 hours ago
Financial Planner
Desjardins Financial Security Independent Network
Markham, ON
Full-time
…specializing in wealth management. With a team of 1,500 independent advisors, we provide tailored financial solutions to help clients navigate every stage of life. Supported by the strength…
Added 18 hours ago
Director of Finance
Higher Talent | Executive Search & HR Consulting |
St. John's, NL
Full-time
Fort Amherst Healthcare, a subsidiary of Fort Amherst Properties, is an investment company headquartered in St. John’s focused on the development of high-quality seniors housing and health…
Added 19 hours ago
Wealth Advisor Development Program Kanata
Scotiabank
Ottawa, ON · Kanata, ON
Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an…

Closed listing

Desjardins

Client Financial Services Agent

Trois-Rivières, QC, Canada

Job type: Full-time
Closing date: Sep 21, 2026
Posting language: English
Posted: Sep 14, 2026

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Similar jobs hiring now

Added 6 days ago
Remote Life Insurance Agent
AO Globe Life · Remote, Canada
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Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract)
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$25 to $26.5 CAD / hour
Added 8 days ago
Member/client services agent, Securities Service Signature
Desjardins · Trois-Rivières, QC, Canada
Added 18 days ago
Client Financial Services Agent (Service Signature)
Desjardins · Trois-Rivières, QC, Canada

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Original job description

Archived listing. The details below describe a past opening.

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)

CAISSE DE L'ÉDUCATION (92204 / Conv_Col_00107) (2018-12-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-09-20

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, handle client requests, and help colleagues manage administrative tasks.

Requirements

Candidates must possess an Attestation of Collegial Studies and a minimum of three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Business development
Investment advice
Financial planning
Communication skills
Interpersonal savvy
Sales development
Problem solving
Research
Relationship management
Action oriented
Situational adaptability
Customer focus

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 Satisfaction
Mutual Fund Representative
Hybrid Work
Pension Plan
Telemedicine
Sales
Client Relations
Financial Advisor Support

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