Client Financial Services Agent

Desjardins

. Provide personalized member/client service and experience to clients with complex needs .

Posted 10/19/2026full-timeGatineau • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing personalized client service and effective solutions in wealth management, with a strong understanding of financial products and compliance standards. Proficient in managing client files and operational procedures within a financial services cooperative environment.

Highest-signal resume keywords

Mutual Fund Representative CertificateKnowledge Of FrenchUnderstanding Financial DocumentsDesjardins Business ProcessesOperational Procedures For Opening Accounts

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Data IntegrationKnowledge Of Financial ProductsCompliance With Financial LegislationOperational Procedures For Financing ActivitiesOperational Procedures For Convenience Services

Soft Skills

Customer FocusEffective CommunicationInterpersonal SavvyAction OrientedSituational Adaptability

Certifications & Qualifications

Attestation Of Collegial StudiesMutual Fund Representative Certificate

Industry Keywords

Wealth ManagementFinancial Services CooperativeDesjardins Products And ServicesClient Banking OperationsSales And Negotiation Processes

About the role

Key responsibilities & impact

Provide personalized member/client service and experience to clients with complex needs
Identify members' and clients' needs and propose personalized, effective solutions
Seize business opportunities and provide personalized advice for business development
Work with the advisor to manage member and client files, open accounts, prepare meetings, and follow up on requests
Ensure execution of all member and client banking account operations
Inform members and clients about digital solutions and equip them to use Desjardins through their preferred method
Help manage the advisor's agenda and emails
Develop knowledge of Desjardins products and services and competitors' offers

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
Understand financial documents used in the field of wealth management
Knowledge of all products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks
Integration of financial data into systems
Notions of compliance with legislation respecting the distribution of financial products and services
Good grasp of the philosophy and fundamentals of a financial services cooperative
Operational procedures for financing and investment activities
Operational procedures for convenience services and products as well as automated and assisted transactions
Operational procedures for opening accounts, selling complementary products and services
Desjardins business processes (e.g., sales, solicitation and negotiation processes)
Service standards
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