Client Financial Services Advisor

Desjardins; Sainte-Anne-des-Monts; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Sainte-Anne-des-Monts, QC, is hiring a client financial services agent for a full-time, on-site role. You will support advisors, handle member requests, and tailor solutions in investments, financing and protection while upholding Desjardins service standards.

You will assist with agenda management, respond to inquiries, and seize sales opportunities. The role requires 3+ years experience, Attestation of Collegial Studies, and the Mutual fund representative certificate.

Qualifications

• Attestation of Collegial Studies required; other combinations may be considered.
• Mutual fund representative certificate – AMF required.
• French language knowledge is mandatory.
• Understanding of financial documents and Desjardins products.
• Experience with investment and financing activities and compliant procedures.

Responsibilities

• Handle client requests and research solutions.
• Help colleagues manage agendas and emails.
• Assess member/client needs and propose suitable solutions.
• Assist clients with tools and channels, balancing independence and automation.
• Seize business opportunities and contribute to sales development.

Skills

Customer Focus

Communicates effectively

Interpersonal Savvy

Action oriented

Nimble learning

Situational adaptability

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

Desjardins in Sainte-Anne-des-Monts, QC, is hiring a client financial services agent for a full-time, on-site role. You will support advisors, handle member requests, and tailor solutions in investments, financing and protection while upholding Desjardins service standards.

You will assist with agenda management, respond to inquiries, and seize sales opportunities. The role requires 3+ years experience, Attestation of Collegial Studies, and the Mutual fund representative certificate.