Client Financial Services Agent

Desjardins

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

Posted 10/9/2026full-timeDisraëli • 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 satisfaction and service quality while adhering to compliance standards. Proficient in financial document analysis and integrating financial data into systems to recommend tailored solutions.

Highest-signal resume keywords

Mutual Fund Representative CertificateKnowledge of Financial DocumentsCustomer FocusAction OrientedEffective Communication

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 IntegrationUnderstanding of Compliance StandardsKnowledge of Investment ProceduresKnowledge of Convenience ProductsKnowledge of Account Opening Procedures

Soft Skills

Interpersonal SavvyNimble LearningSituational Adaptability

Certifications & Qualifications

Attestation of Collegial StudiesMutual Fund Representative Certificate

Industry Keywords

Financial ServicesAsset ManagementDesjardins Business ProcessesSales DevelopmentClient Relationship Management

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
Address members’ and clients’ immediate needs by offering simple and rapid investment, financing and protection solutions aligned with the action plan
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 members’ and clients’ needs and current strategies and practices
Tailor the approach based on members’ and clients’ needs
Handle client requests, perform research, and recommend appropriate solutions
Help colleagues manage their agendas and emails
Recommend solutions meeting members’ and clients’ needs and expectations
Help members and clients choose and use tools and channels according to 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 (e.g. sales, solicitation and negotiation)
Knowledge of 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
Benefits apply based on eligibility criteria