Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
Scoutfield Logo

See all jobs on Scoutfield

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
Desjardins

Financial Services Agent, Clientele

Desjardins

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

Posted 10/21/2026full-timeBrossard • 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 through effective communication and problem-solving. Proficient in identifying business opportunities and delivering tailored solutions in investment, financing, and protection.

Highest-signal resume keywords
Client Relationship ManagementBusiness Development SupportInvestment SolutionsFluency in FrenchEffective 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
Business DevelopmentInvestment SolutionsClient SupportRoutine Transaction OffersSales Development
Soft Skills
Interpersonal SavvySituational AdaptabilityEffective Communication
Certifications & Qualifications
Attestation of Collegial StudiesValid Driver's Licence
Industry Keywords
Client SatisfactionService QualityMember NeedsBusiness RelationshipsSales Initiatives

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 immediate member and client needs by offering solutions related to investment, financing and protection
  • Ensure member/client satisfaction and service quality according to 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 research, and recommend appropriate solutions
  • Help colleagues manage their agendas and emails
  • Recommend solutions that meet member and client needs and expectations
  • Help members and clients choose and use tools and channels suited to their desired independence and automation
  • Identify 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
  • Knowledge of French is required
  • Available for travel in the Montérégie region, up to 60 km from your place of residence
  • Must have a valid driver's licence
  • Communicates effectively
  • Interpersonal Savvy
  • 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