Financial Services Agent

Desjardins

. 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 recommen

Posted 5/8/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Attestation of Collegial Studies
A minimum of three years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Understanding of financial documents used in asset management
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial data integrationunderstanding of financial documentsknowledge of investment proceduresknowledge of convenience productsknowledge of account opening proceduresknowledge of sales processesknowledge of automated transactionsknowledge of financial productsknowledge of compliance standardsknowledge of asset management

Soft Skills

customer focuseffective communicationinterpersonal savvyaction orientednimble learningsituational adaptability

Certifications

Attestation of Collegial StudiesMutual fund representative certificate