Agent, Services financiers, Clientèle

Desjardins

Client services role managing financial requests and supporting colleagues at Desjardins Group. Engaging with members and clients to provide solutions and participating in sales initiatives.

Posted 7/18/2026full-timeLévis • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise as a Licensed Mutual Fund Representative with a strong understanding of financial documents and compliance standards in asset management. Capable of integrating financial data into systems while providing exceptional service to clients and members.

Highest-signal resume keywords

Licensed Mutual Fund RepresentativeFinancial Document AnalysisCompliance KnowledgeClient Relationship ManagementSales Development Participation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data IntegrationAsset Management KnowledgeInvestment ProceduresService Standards KnowledgeFinancial Products Knowledge

Soft Skills

Client Needs AttentionColleague SupportCommunication Skills

Certifications & Qualifications

Mutual Fund Representative License

Industry Keywords

Financial Services CooperativesCaisse MembersDesjardins Business CentresInvestment ActivitiesFinancial Products Distribution Compliance

About the role

Key responsibilities & impact

Handle client requests
Perform tasks and research as needed
Help colleagues manage their agenda and emails
Be attentive to the needs of members and clients
Help members and clients choose and get the most of their tools and channels
Seize business opportunities and participate in sales development initiatives

Requirements

What you’ll need

Be a licensed mutual fund representative
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
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 service standards

Benefits

Comp & perks

Equity, Diversity, Inclusion and Accessibility
Positive workplace
Accommodations at any stage in the recruitment process