Financial Services Agent, Client Services

Desjardins; Montreal West; Hybrid; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins invites applications for a Client Financial Services Agent in the Montreal area. You will support advisors with service delivery, handle member and client requests, and promote self-service solutions across investments, financing, and protection strategies.

The role emphasizes relationship maintenance, sales development, and leveraging tools to improve efficiency. French language proficiency is required, with a path to professional certification in mutual funds.

Qualifications

• Must have Attestation of Collegial Studies.
• Minimum of three years of relevant experience.
• 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

Customer focus

Action oriented

Nimble learning

Education

Attestation of Collegial Studies

Job description

Several opportunities are currently available in the Montreal area

Required

As a client financial services agent, you support advisors in service delivery and the maintenance of business relationships by offering simple and fast solutions for investments, financing, and protection, all aligned with established strategies. More specifically, you will be required to:

• 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.

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

Action oriented, Customer Focus, Differences, Nimble learning

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)