Financial Services Agent, Clientele

Desjardins

Client financial services agent assisting members and clients at Caisse de L'Érable. Providing personalized support, handling requests, and participating in sales development initiatives.

Posted 5/26/2026full-timePlessisville • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Handle client requests
Perform tasks and conduct research as needed, and recommend appropriate solutions
Assist colleagues with managing their schedules and emails
Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
Help members and clients select and get the most out of their tools and channels based on their preferred level of autonomy and automation
Identify business opportunities and participate in sales development initiatives

Requirements

What you’ll need

Attestation of Collegial Studies
Minimum of three years of relevant experience
Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)
Proficiency in 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 account openings and the sale of additional products and services
Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
Knowledge of service standards
Available to work five days a week, including one evening per week
Effective communication, interpersonal savvy, situational adaptability

Benefits

Comp & perks

Competitive salary and annual bonus
Four 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 for health and wellness expenses and telework equipment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial documentsintegrating financial datacompliance with An Act respecting the distribution of financial products and servicesoperating procedures related to investment and financing activitiesoperating procedures related to convenience products and servicesoperating procedures related to account openingssales developmentknowledge of products and servicesknowledge of Desjardins business processesknowledge of service standards

Soft Skills

effective communicationinterpersonal savvysituational adaptabilityattentiveness to client needsrecommendation skillscollaborationtime managementproblem-solvingclient relationship managementsales skills

Certifications

Attestation of Collegial StudiesMutual Fund Representative Certificate — Autorité des marchés financiers (AMF)