Client Financial Services Advisor

Desjardins Group; Saint-Eustache; On-site; CAD 52,000 - 78,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Wellness reimbursement

Telework equipment

Job summary

Desjardins Group is seeking a client financial services agent to work alongside advisors, delivering personalized support to members and clients. You will handle requests, research solutions, and contribute to relationship management while supporting business development across investment, financing and protection programs.

You will tailor approaches to client needs, assist with scheduling, and help members maximize tool usage and channel options.

Qualifications

• Attestation of Collegial Studies is required.
• Minimum of three years of relevant experience.
• Mutual fund representative certificate – AMF required.
• Knowledge of French is required.
• Familiarity with Desjardins products and distribution networks.
• Ability to travel between two caisse service locations.

Responsibilities

• Handle client requests and propose appropriate solutions.
• Support advisors, manage calendars, and assist with emails.
• Help clients choose tools and channels based on independence needs.
• Seize business opportunities and participate in sales development initiatives.

Skills

Interpersonal savvy

Customer focus

Negotiation

Communication

Account management

Sales development

Adaptability

Education

Attestation of Collegial Studies

Mutual fund representative certificate – AMF

Job description

Desjardins Group is seeking a client financial services agent to work alongside advisors, delivering personalized support to members and clients. You will handle requests, research solutions, and contribute to relationship management while supporting business development across investment, financing and protection programs.

You will tailor approaches to client needs, assist with scheduling, and help members maximize tool usage and channel options.