Client Financial Services Advisor: Personal Solutions & Growth

Jobtailor; La Sarre; On-site; CAD 52,000 - 72,000; Full time

Job summary

Desjardins seeks a dedicated professional to support advisors and clients in asset management, investments and financing. You will respond to member inquiries, deliver tailored solutions, and help grow the client base while maintaining high service standards.

Responsibilities include handling routine transactions, ensuring compliance, and supporting business development within Desjardins’ financial product ecosystem.

Qualifications

• Attestation of Collegial Studies is required.
• Minimum of three years of relevant experience.
• Mutual fund representative certificate (Autorité des marchés financiers).
• Knowledge of French is required.
• Understanding of financial documents used in asset management.

Responsibilities

• Work closely with advisors and provide personalized support to members and clients.
• Help advisors deliver services and maintain business relationships.
• Take charge of members' and clients' immediate needs by offering simple and rapid solutions in investment, financing and protection.
• Ensure member/client satisfaction and service quality according to organizational standards and procedures.
• Provide significant 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.
• Tailor the approach based on members' and clients' needs.
• Handle client requests, perform tasks and research, and recommend appropriate solutions.
• Help colleagues manage their agenda and emails.
• Recommend solutions that meet 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

Skills

Financial Data Integration

Investment Procedures

Financing Procedures

Convenience Products

Account Opening Procedures

Desjardins Processes

Service Standards

Products and Services

Automated Transactions

Compliance Standards

Effective Communication

Customer Focus

Interpersonal Savvy

Action Oriented

Situational Adaptability

Education

Attestation of Collegial Studies

Mutual Fund Representative Certificate (Autorité des marchés financiers)

Job description

Desjardins seeks a dedicated professional to support advisors and clients in asset management, investments and financing. You will respond to member inquiries, deliver tailored solutions, and help grow the client base while maintaining high service standards.

Responsibilities include handling routine transactions, ensuring compliance, and supporting business development within Desjardins’ financial product ecosystem.