As of November 7, 2026, Jobsy lists 13 client financial services agent jobs in Canada. The most active employers are Caisse Desjardins des Grands boulevards de Laval, Caisse Desjardins de Rouyn-Noranda and Caisse Desjardins de la Pointe de la Gaspésie. Skills often requested: support colleagues, research, sales and communication skills.
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Caisse Desjardins de Sillery - Saint-Louis-de-France
3+ YOECaisse Desjardins de Sillery - Saint-Louis-de-France needs candidates with at least three years of relevant experience, an Attestation of Collegial Studies, and a mutual fund representative certificate from the Autorité des marchés financiers. Fluent French is required.
3+ YOECandidates need a Collegial Studies attestation, at least three years of relevant experience, a mutual fund representative certificate from the AMF, and French. Strong interpersonal and communication skills are needed.
3+ YOECandidates need a Collegial Studies attestation, at least three years of relevant experience, a mutual fund representative certificate from the AMF, and French. Strong interpersonal and communication skills are needed.
3+ YOECandidates need at least three years of relevant experience, a collegial attestation, and a mutual fund representative certificate from the AMF. French is required and the role includes one evening per week.
Communication skills, Sales, Customer service, Sell products, Research, Support colleagues
3+ YOECandidates need a Attestation of Collegial Studies, at least three years of relevant experience, and a Mutual fund representative certificate from the Autorité des marchés financiers. Knowledge of French is required, along with strong interpersonal and communication skills.
3+ YOECaisse Desjardins de Rouyn-Noranda needs candidates with French, a Collegial Studies attestation, at least three years of relevant experience and the AMF mutual fund representative certificate. Other combinations of qualifications and experience may be considered.
Communication skills, Sales, Customer service, Sell products, Research, Support colleagues
3+ YOECaisse Desjardins de Rouyn-Noranda needs candidates with French, a Collegial Studies attestation, at least three years of relevant experience and the AMF mutual fund representative certificate. Other combinations of qualifications and experience may be considered.
Communication skills, Sales, Customer service, Sell products, Research, Support colleagues
3+ YOECandidates need at least three years of relevant experience, an Attestation of Collegial Studies, and a mutual fund representative certificate. French knowledge is required, along with understanding of financial products and Desjardins processes.
Communication skills, Sales, Customer service, Sell products, Research, Support colleagues
3+ YOECandidates need a Collegial Studies attestation, at least three years of relevant experience, and an AMF mutual fund representative certificate. Fluent French is required, along with strong customer focus, interpersonal and communication skills.
Communication skills, Sales, Customer service, Sell products, Research, Support colleagues
3+ YOECandidates need a Collegial Studies attestation, at least three years of relevant experience, and an AMF mutual fund representative certificate. Fluent French is required, along with strong customer focus, interpersonal and communication skills.
Communication skills, Sales, Customer service, Sell products, Research, Support colleagues
3+ YOECandidates need a Collegial Studies attestation, at least three years of relevant experience, and the AMF mutual fund representative certificate. French is required, along with knowledge of financial products, compliance and cooperative financial services.
3+ YOECandidates need a Collegial Studies attestation, at least three years of relevant experience, French proficiency, and a mutual fund representative certificate from the AMF. Knowledge of Desjardins products, financial documents, compliance and service standards is also required.
Communication skills, Sales, Customer service, Sell products, Research, Support colleagues
3+ YOECaisse Desjardins de Cap-Rouge - Saint-Augustin requires a Collegial Studies attestation, at least three years of relevant experience and French. A mutual fund representative certificate from the AMF and knowledge of Desjardins products and financial services are also required.
Caisse Desjardins des Grands boulevards de Laval (2), Caisse Desjardins de Rouyn-Noranda (2), Caisse Desjardins de la Pointe de la Gaspésie (2), Caisse Desjardins du Centre-de-la-Mauricie (1) and Caisse Desjardins du Mont-Saint-Bruno (1).
What skills do client financial services agent jobs ask for?
Postings most often mention support colleagues, research, sales, communication skills, financial markets, customer service, adaptability and be attentive.