Financial services Agent, Clientele

Desjardins; Varennes; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Canada seeks a Financial Services Agent to join their Clientele team. This full-time mid-senior level role involves handling client requests, providing financial solutions, and supporting sales initiatives. The position offers a competitive salary, annual bonus, flexible vacation, and benefits including group insurance and a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health/wellness expenses

Telework equipment reimbursement

Qualifications

• Minimum of three years of relevant experience.
• Understanding of financial documents, compliance, and procedures.

Responsibilities

• Handle client requests, perform tasks/research, and recommend solutions.
• Identify and recommend solutions to meet members' and clients' needs.
• Assist colleagues with managing their agenda and emails.

Skills

Effective communication

Interpersonal skills

Adaptability

Knowledge of financial products/services

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Join to apply for the Financial Services Agent, Clientele role at Desjardins.

**Required Qualifications:**

• Attestation of Collegial Studies
• Minimum of three years of relevant experience (other combinations of qualifications may be considered)
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French and financial products/services
• Understanding of financial documents, compliance, and operating procedures
• Effective communication, interpersonal skills, and adaptability

**Responsibilities:**

• Handle client requests, perform tasks/research, and recommend solutions
• Assist colleagues with managing their agenda and emails
• Identify and recommend solutions to meet members' and clients' needs
• Help clients optimize their tools and channels based on their preferences
• Seize business opportunities and participate in sales initiatives

**What We Offer:**

• Competitive salary and annual bonus
• 4 weeks of flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement for health/wellness expenses and telework equipment

**Additional Information:**

• Full-time, Mid-Senior level position in Banking (Finance and Sales)
• Unposting date: 2025-07-24

Desjardins promotes diversity and inclusion and is committed to accessibility in its recruitment process.