Client Financial Services Agent

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

• 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

Requirements

• 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
• Understanding of financial documents used in asset management
• Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
• Knowledge of integrating financial data into systems
• Knowledge of compliance with An Act respecting the distribution of financial products and services
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to investment and financing activities
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
• Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
• Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
• Knowledge of service standards
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning
• Situational adaptability

Core Competencies

Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction and service quality while leveraging knowledge of financial products and compliance standards. Capable of integrating financial data and recommending tailored solutions to meet client needs.

Highest-signal resume keywords

• Mutual Fund Representative Certificate
• Knowledge of Financial Documents
• Customer Focus
• Understanding of Compliance Standards
• Business Development Support

Hard Skills

• Financial Data Integration
• Knowledge of Investment Procedures
• Knowledge of Financing Procedures
• Knowledge of Convenience Products
• Knowledge of Account Opening Procedures
• Knowledge of Desjardins Business Processes
• Understanding of Financial Services Cooperatives
• Knowledge of Service Standards
• Knowledge of Products and Services
• Knowledge of Automated Transactions

Soft Skills

• Effective Communication
• Customer Service Excellence
• Interpersonal Savvy
• Action Oriented
• Situational Adaptability

Certifications & Qualifications

• Attestation of Collegial Studies
• Mutual Fund Representative Certificate

Industry Keywords

• Asset Management
• Financial Products
• Sales Development
• Client Relationship Management
• Business Development