Client Financial Services Agent

Job summary

Provide personalized financial support to members and clients while assisting advisors in maintaining business relationships. Handle client requests, recommend investment and financing solutions, and support business development initiatives.

Job details

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to: 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. 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, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability 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! Trade Union (If applicable) CAISSE DU CENTRE-EST DE MONTRÉAL (30261 / Conv_Col_00085) (2016-04-07 - ) Job Family Member/client sales and service (FG) Unposting Date 2026-09-22

What you’ll do

Provide personalized financial support to members and clients while assisting advisors in maintaining business relationships. Handle client requests, recommend investment and financing solutions, and support business development initiatives.

Requirements

Requires an Attestation of Collegial Studies and at least three years of relevant experience. A Mutual Fund Representative certificate from the Autorité des marchés financiers and knowledge of French are required.

Benefits

• Competitive Salary • Annual Bonus • Flexible Vacation • Defined Benefit Pension Plan • Group Insurance • Telemedicine • Health and Wellness Expenses Reimbursement • Telework Equipment Reimbursement

Listed skills

• Customer service · Preferred
• Financial planning · Preferred
• Client Relationship Management · Preferred
• interpersonal communication · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Business Development
• Financial Planning
• Interpersonal Communication
• Sales Development
• Investment Solutions
• Financing
• Protection Products
• Client Relationship Management
• Situational Adaptability
• Nimble Learning
• Action Oriented
• Experimental Learning
• Research
• Adaptability
• Automation
• Communication
• Equities
• Sales
• Financial Services
• French Language
• Telehealth

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Financial Services Agent
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives