Client Financial Services Agent

Desjardins

Client Financial Services Agent working with advisors to provide personalized support to members. Handling client requests and assisting in business development initiatives.

Posted 6/30/2026full-timeBeloeil • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial services, with a strong understanding of compliance and operating procedures in asset management. Proficient in French and skilled in integrating financial data to enhance client solutions and business opportunities.

Highest-signal resume keywords

Mutual Fund Representative CertificateProficiency In FrenchKnowledge Of Financial DocumentsUnderstanding Of Compliance RegulationsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Knowledge Of Financial ProductsIntegration Of Financial DataUnderstanding Of Investment ProceduresKnowledge Of Automated TransactionsKnowledge Of Account Opening Procedures

Soft Skills

Customer FocusEffective CommunicationInterpersonal SavvyAction-OrientedSituational Adaptability

Certifications & Qualifications

Attestation Of Collegial StudiesMutual Fund Representative Certificate

Industry Keywords

Asset ManagementFinancial Services CooperativesDesjardins Business ProcessesSales Development InitiativesCompliance With Financial Regulations

About the role

Key responsibilities & impact

Handle client requests.
Perform tasks and conduct research as needed, and recommend appropriate solutions.
Assist colleagues with managing their calendars 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 out of their tools and channels based on their desired level of independence and automation.
Identify business opportunities and participate in sales development initiatives.

Requirements

What you’ll need

Attestation of Collegial Studies
A minimum of three years of relevant experience
Mutual fund representative certificate — Autorité des marchés financiers (AMF)
Proficiency in French is required
Understanding of financial documents used in asset management
Knowledge of all products and services targeted to 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 account openings, cross-selling additional products and services, and Accord D financing
Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
Action-oriented
Communicates effectively
Customer focus
Valuing differences
Interpersonal savvy
Nimble learning
Situational adaptability

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income in retirement
Group insurance including telemedicine
Reimbursement for health and wellness expenses and telework equipment