Financial Services Assistant

Desjardins

. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .

Posted 11/4/2026full-timeMontréal • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing personalized financial solutions. Proficient in managing operational tasks and ensuring compliance while delivering high-quality service to clients.

Highest-signal resume keywords

Business Relationship DevelopmentMutual Fund Representative CertificateClient Needs AnalysisOperational ManagementFrench Language Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities Products SalesDiscretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsCompliance MonitoringBudget ManagementOperational Problem-SolvingEmployee OnboardingNegotiation

Soft Skills

Client Satisfaction FocusInterpersonal CommunicationTeam LeadershipAdministrative SupportService Quality Assurance

Certifications & Qualifications

Attestation of Collegial StudiesMutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient Relationship ManagementInvestment ProductsOperational ProceduresAdministrative Management

About the role

Key responsibilities & impact

Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Focus on discretionary management, mutual funds, exchange-traded funds, and structured products
Handle special information requests from clients and promote and sell specialized products and services
Ensure member/client satisfaction and service quality according to organizational standards and procedures
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
Support current and potential members and clients, represent the organization, and help negotiate agreements
Provide administrative assistance in compliance, budget monitoring, and management of administrative staff
Serve as a resource for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues in branches
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
Help recruit and hire administrative staff and handle employee onboarding and departures

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

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
Reimbursement of telework equipment