Client Financial Services Agent

Desjardins

. Work closely with advisors and provide personalized support to members and clients .

Posted 9/17/2026full-timeSaint-Félix-de-Valois • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction and service quality while leveraging knowledge of financial products and compliance standards. Capable of integrating financial data and recommending solutions that align with client needs and organizational practices.

Highest-signal resume keywords

Client Relationship ManagementBusiness Development SupportFinancial Document UnderstandingMutual Fund Representative CertificateKnowledge of Compliance Standards

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data IntegrationInvestment Procedures KnowledgeConvenience Products KnowledgeAccount Opening ProceduresSales and Negotiation Skills

Soft Skills

Excellent Customer ServiceProblem-Solving AbilitiesEffective Communication

Certifications & Qualifications

Attestation of Collegial StudiesMutual Fund Representative Certificate

Industry Keywords

Financial Services CooperativesDesjardins Business ProcessesService StandardsAsset ManagementAutomated Transactions

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 members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Provide significant business development support
Assist members and clients and provide excellent customer service
Create offers for routine transactions
Help sell products and services based on members’ and clients’ needs and current strategies and practices
Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
Help colleagues manage their agendas and emails
Recommend solutions that meet members’ and clients’ needs and expectations
Help members and clients choose and use tools and channels based on their desired independence and automation
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
Other combinations of qualifications and relevant experience may be considered
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
Knowledge of Desjardins business processes, including sales, solicitation and negotiation
Knowledge of service standards

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
Benefits apply based on eligibility criteria