Client Financial Services Agent

Desjardins

Client Financial Services Agent providing personalized support to members and clients at Desjardins. Handling client requests, offering financial solutions, and delivering exceptional customer service.

Posted 7/9/2026full-timeSaint-Joseph-du-Lac • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Work closely with advisors and provide personalized support to members and clients
Help advisors deliver services and maintain business relationships
Take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
Provide significant business development support
Assist members and clients, providing excellent customer service
Create offers for routine transactions, and help sell products and services based on the needs of members and clients
Tailor approach based on members’ and clients’ needs
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)
Knowledge of service standards
Available to work Monday to Friday, including one evening per week
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

Understanding of Financial DocumentsKnowledge of Financial ProductsKnowledge of Operating ProceduresIntegration of Financial DataSales DevelopmentInvestment and Financing ActivitiesAutomated and Assisted TransactionsAccount Opening ProceduresService StandardsBusiness Processes Knowledge

Soft Skills

Customer FocusEffective CommunicationInterpersonal SavvyAction OrientedSituational Adaptability

Certifications

Attestation of Collegial StudiesMutual Fund Representative Certificate