Client Financial Services Agent

Caisse Desjardins de Rouyn-Noranda; Rouyn-Noranda; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness &

telework equipment

Job summary

Desjardins, a leading Canadian financial cooperative, seeks a client financial services agent in Rouyn-Noranda to support advisors, deliver personalized service to members and clients, and drive business development. You will tailor solutions for investment, financing and protection and maintain strong relationships in line with Desjardins standards.

You will handle client requests, research to recommend solutions, assist teams with scheduling and emails, and seize sales opportunities while

Qualifications

• Attestation of Collegial Studies is required.
• Mutual fund representative certificate (Autorité des marchés financiers) is required or strongly preferred.
• Knowledge of French is required.

Responsibilities

• Handle client requests and research as needed to recommend solutions.
• Help colleagues manage their agenda and emails.
• Identify and pursue opportunities to meet member/client needs and support sales initiatives.
• Assist members and clients in selecting tools and channels based on independence and automation preferences.

Skills

Customer service

Sales development

Communication

Interpersonal savvy

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs.

More specifically, you will be required to:

• Handle client requests.
• Perform tasks and research as needed, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want
• Seize business opportunities and participate in sales development initiatives

What we offer

• 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 and telework equipment

*Benefits apply based on eligibility criteria. #LI-Hybrid

What you bring to the table

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
• Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable) CAISSE DE ROUYN-NORANDA (30167 / CONV_COL_00060) (2019-04-01 - ) Job Family Member/client sales and service (FG) Unposting Date 2026-12-31

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.