Client Financial Services Agent

Desjardins

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

Posted 11/2/2026full-timeShawinigan • 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 support and developing business relationships while effectively managing client needs and expectations. Proficient in sales development initiatives and delivering excellent customer service.

Highest-signal resume keywords

Mutual Fund Representative CertificateClient Relationship ManagementSales Development InitiativesCustomer Service ExcellenceFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportSales StrategiesBusiness DevelopmentRoutine Transaction OffersResearch and Recommendations

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 the needs of members and clients and recommend solutions that meet their needs and expectations
Help members and clients choose and get the most of their 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 help advisors deliver services and maintain business relationships
Create offers for routine transactions and help sell products and services based on member and client needs and current strategies and practices
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