Client Financial Services Agent (Service Signature)

Job summary

You will provide personalized financial support to affluent clients and assist advisors with transactional and operational activities. This includes managing client files, executing banking operations, and promoting digital tools to enhance client self-sufficiency.

Job details

Temporary 12- Month Position As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and clients by becoming the go-to person when they need specific information for their day-to-day banking or to conduct day-to-day financial transactions. You also play a key role in supporting the advisors by carrying out transactional or operational activities related to the financial services offer. You create offers for routine financial transactions and sales support based on the needs and expectations of affluent clients and high net worth clients. You show them how to interact with Desjardins's tools and channels, and equip them to use the method of their choice, encouraging self-sufficiency and the use of automated operations. More specifically, you will be required to: Provide personalized member/client service and experience to clients with complex needs Be attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectations Seize business opportunities and provide personalized advice for optimal business development Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests Ensure the execution of all member and client banking account operations Proactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred method Help manage the advisor's agenda and emails Acquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offers 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. #LI-Hybrid 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 Knowledge of all products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks. Knowledge of integration of financial data into systems. Knowledge and notions of compliance with legislation respecting the distribution of financial products and services. Good grasp of the philosophy and fundamentals of a financial services cooperative. Knowledge of operational procedures for financing and investment activities. Knowledge of operational procedures for convenience services and products as well as automated and assisted transactions Knowledge of operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing. Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation processes) Knowledge of service standards Communicates effectively, Interpersonal Savvy, 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) Job Family Member/client sales and service (FG) Unposting Date 2026-09-21

What you’ll do

You will provide personalized financial support to affluent clients and assist advisors with transactional and operational activities. This includes managing client files, executing banking operations, and promoting digital tools to enhance client self-sufficiency.

Requirements

The role requires an Attestation of Collegial Studies and a minimum of three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also mandatory.

Benefits

• Competitive salary • Annual bonus • Flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Health and wellness expense reimbursement • Telework equipment

Listed skills

• interpersonal skills · Preferred
• Account Management · Preferred
• Compliance · Preferred
• Negotiation · Preferred
• Communication · Preferred
• client relations · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial services
• Wealth management
• Client relations
• Account management
• Sales support
• Banking operations
• Financial advice
• Digital solutions
• Compliance
• Interpersonal skills
• Situational adaptability
• Communication
• Investment activities
• Negotiation
• Sales Support
• Service Standards
• Adaptability
• Business Development
• Business Process
• Investments
• Customer Service
• Personalized Service
• Equities
• Sales
• Financial Services
• Financial Data
• French Language
• Selling Techniques
• Legislation
• Operations
• Wealth Management
• Telehealth

Job areas

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