Client Financial Services Agent

Desjardins; Saint-Eustache; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins seeks a client financial services agent to support advisors and members with personalized service across investment, financing and protection needs. You will help maintain business relationships, deliver rapid solutions, and drive sales opportunities in line with Desjardins standards.

The role includes assisting colleagues, managing inquiries, and promoting Desjardins products and services to caisse members, with occasional travel between service locations and one evening per week

Qualifications

• Attestation of Collegial Studies or equivalent required.
• Mutual fund representative certificate required.
• Knowledge of French is required.
• Understanding of financial documents used in asset management.

Responsibilities

• Handle client requests, perform research, and recommend suitable solutions.
• Help colleagues manage their agenda and emails.
• Identify client needs and offer appropriate financial products and services.
• Assist members in choosing tools and channels based on independence and automation desired.
• Seize business opportunities and participate in sales development initiatives.

Skills

Customer service

Sales development

Communication

Time management

Team coordination

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

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.

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

• 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

• Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)

• Knowledge of service standards

• Availability to travel between the two Caisse service locations, as needed

• Availability to work Monday to Friday, including one evening per week until 8:00 p.m.
  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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-09-13