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Desjardins

Client Financial Services Agent

Desjardins

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

Posted 9/15/2026full-timeTrois-Rivières • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in providing personalized support to clients and advisors, ensuring high levels of customer satisfaction and service quality. Proficient in business development and sales strategies, with a strong focus on meeting client needs and expectations.

Highest-signal resume keywords
Customer Service ExcellenceBusiness Development SupportMutual Fund Representative CertificateFluency in FrenchEffective Communication

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
Business DevelopmentInvestment SolutionsFinancing SolutionsProtection SolutionsRoutine Transaction Offers
Soft Skills
Action OrientedInterpersonal SavvyNimble LearningSituational Adaptability
Certifications & Qualifications
Attestation of Collegial StudiesMutual Fund Representative Certificate
Industry Keywords
Client SatisfactionSales DevelopmentAdvisor SupportOrganizational StandardsService Quality

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
  • Offer simple and rapid solutions regarding investment, financing and protection
  • Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
  • Provide business development support
  • Assist members and clients and provide excellent customer service
  • Create offers for routine transactions
  • Help sell products and services based on member and client needs and current strategies and practices
  • Handle client requests, perform tasks and research, and recommend appropriate solutions
  • Help colleagues manage their agenda 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
  • 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