Client-Focused Financial Services Specialist

Desjardins; Saint-Léonard-d'Aston; Remote; CAD 60,000 - 78,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting在

Defined benefit pension plan that prov

Group insurance including telemedicine

Reimbursement of health and wellness

Benefits apply based on eligibility

Job summary

Desjardins is seeking a client financial services agent in Canada to support advisors and maintain client relationships. You will handle member requests, manage agendas and emails, and promote self-service tools to drive automation. Opportunities to contribute to sales development are included.

The role emphasizes careful research, customer focus, and adaptability to provide rapid solutions for investments, financing, and protection in line with strategy.

Qualifications

• 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

Responsibilities

• Handle requests from members and clients by taking the necessary steps and conducting the required research.
• Help with agenda and email management.
• Support members and clients with the selection and optimal use of various tools and alternate channels to promote self-service and automation.
• Seize business opportunities, and participate in sales development through various initiatives.

Skills

French language knowledge

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a client financial services agent in Canada to support advisors and maintain client relationships. You will handle member requests, manage agendas and emails, and promote self-service tools to drive automation. Opportunities to contribute to sales development are included.

The role emphasizes careful research, customer focus, and adaptability to provide rapid solutions for investments, financing, and protection in line with strategy.