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Desjardins

Client Financial Services Agent

Desjardins

Client Financial Services Agent providing personalized support to members and clients. Collaborating with advisors and assisting with financial services, investment, and protection solutions.

Posted 7/10/2026full-timeGatineau • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client management skills by effectively handling requests and providing tailored solutions. Proficient in supporting team members with agenda management and communication, while leveraging sales development initiatives to seize business opportunities.

Highest-signal resume keywords
Client ManagementSales DevelopmentAgenda ManagementSolution RecommendationFluency in French

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Attention to DetailInterpersonal CommunicationProblem Solving
Certifications & Qualifications
Attestation of Collegial Studies
Industry Keywords
Client RequestsBusiness OpportunitiesAutomationIndependenceResearch

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • Attestation of Collegial Studies
  • A minimum of three years of relevant experience
  • Knowledge of French is required

Benefits

Comp & perks
  • 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