Client Financial Services Agent – Service Signature

Desjardins

Client Financial Services Agent providing personalized service to affluent clients' financial needs. Collaborating with advisors and ensuring effective client support while managing financial transactions.

Posted 7/16/2026full-timeThetford Mines • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing personalized client service and effective solutions tailored to complex needs, while managing client files and proactively communicating digital solutions. Proficient in French to enhance client interactions and support.

Highest-signal resume keywords

Personalized Client ServiceComplex Needs SolutionsClient File ManagementProactive CommunicationFrench Language Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Certifications & Qualifications

Attestation of Collegial Studies

Industry Keywords

Member ServiceClient ExperienceDigital Solutions

About the role

Key responsibilities & impact

Provide personalized member/client service and experience to clients with complex needs.
Propose personalized and effective solutions that meets their needs and expectations.
Work with the advisor to manage member and client files.
Proactively inform members and clients about our digital solutions.

Requirements

What you’ll need

Attestation of Collegial Studies
A minimum of three years of relevant experience
Knowledge of French is required

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