Client Financial Services Agent

Desjardins

. Handle client requests, perform tasks and research as needed, and recommend appropriate solutions .

Posted 10/22/2026full-timeLaurier-Station • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management and personalized support, with a strong focus on customer service and business development. Proficient in recommending solutions that align with client needs and expectations while leveraging tools for independence and automation.

Highest-signal resume keywords

Mutual Fund Representative CertificateClient Relationship ManagementCustomer Service ExcellenceSales Development InitiativesFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportBusiness DevelopmentSolution RecommendationSales StrategyTransaction Offer Creation

Soft Skills

Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedSituational Adaptability

Certifications & Qualifications

Attestation of Collegial StudiesMutual Fund Representative Certificate

About the role

Key responsibilities & impact

Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
Help colleagues manage their agenda and emails
Be attentive to members’ and clients’ needs and recommend solutions meeting their 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
Provide personalized support to members and clients and assist advisors in delivering services and maintaining business relationships
Create offers for routine transactions and help sell products and services based on member and client needs and current strategies
Provide excellent customer service and support business development

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