Client financial services agent

Relevance; Saint-Lambert; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Salary and annual bonus

4 weeks vacation

Defined benefit pension

Group insurance with telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a client financial services agent who works closely with advisors to provide personalized support to members and clients. You help deliver services and maintain relationships, taking charge of immediate needs with simple and rapid investment, financing and protection solutions aligned with the plan.

You will assist business development, create offers for routine transactions, and tailor approaches to member needs.

Qualifications

• Minimum of three years of relevant experience.
• Attestation of Collegial Studies required or equivalent.
• Mutual fund representative certificate – AMF.
• Knowledge of French is required.

Responsibilities

• Handle client requests, perform tasks and research as needed, and recommend solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to the needs of members and clients and recommend solutions.
• Help members and clients choose and get the most of their tools and channels.
• Seize business opportunities and participate in sales development initiatives.

Skills

Customer service

Sales development

Communication

French proficiency

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.

Communicates effectively, Interpersonal Savvy, Situational adaptability

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

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-30