Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Accounting co-op student supporting assurance and financial reporting engagements at BDO, a Canadian accounting firm. Preparing working papers, compiling financial information, and serving clients.
Responsibilities
- Utilize technical knowledge from courses to carry out work projects and assignments
- Prepare and complete working papers, financial information, and compilation engagements according to regulatory standards
- Gather evidence for Assurance and Accounting engagements
- Build positive working relationships with clients and respond effectively to requests and suggestions
- Communicate with team members about progress updates and issues
- Understand clients’ industries, challenges, and opportunities
- Identify and recommend effective service delivery approaches
- Participate in adoption of digital tools and strategies
- Develop expertise through learning and professional development
Requirements
- Currently working toward a degree focused in accounting
- Long-term goal of becoming a CPA
- Desire to provide outstanding client service
- Commitment to teamwork
- Proven leadership skills
- Ability to take initiative to seek understanding
- Strong attention to detail
- Strong problem-solving skills
- Strong analytical skills
- Strong communication skills
Benefits
- Pre-approved CPA programs across BDO’s 100+ offices
- Mentorship and support for CPA designation
- Reimbursement of exam fees
- Enrollment in Canada’s leading CFE prep course
- Flexible options for study leave
- Extensive learning and development opportunities
- Support for personal goals outside of the office and community impact
- Collaborative, inclusive environment
- Local and national community events
- Competitive total cash compensation
- Comprehensive benefits from day one
- Flexible personal time off policy
- Reimbursement for wellness initiatives
- Accommodation and accessible application process
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Conseiller financier chez Gazifère, distributeur exclusif de gaz naturel en Outaouais. Analyse financière, états financiers, contrôles internes et modèles d’investissement.
Senior Financial Analyst guiding Intact’s IT investment budgeting, forecasting, and benefits reporting. Driving data - informed funding decisions through financial analysis and executive dashboards.
AI Finance Transformation Manager automating accounting processes for Sophos, a global cybersecurity services company. Building Power Platform solutions, controls, and measurable AI - driven business value.
Personal Finance Advisor helping Desjardins members and clients choose investments, loans, and insurance solutions. Building relationships and advising on integrated financial strategies in Matane.
Junior Developer supporting financial systems and legal technology solutions for law firms. Building integrations, automation, and software under senior developer guidance at Harbor.
Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and financial product services.
Hybrid Client Financial Services Agent supporting Desjardins members and advisors. Handling financial - service requests, recommending solutions, and contributing to product sales and business development.
Director of Finance leading accounting, compliance, budgeting, and financial strategy for The Salvation Army. Advising mission leaders and overseeing finance operations across Canada and Bermuda.
Client Financial Services Agent supporting Desjardins members with banking, investment, financing, and protection services. Handling requests, recommending solutions, and supporting sales development.