Financial Services Agent Clientele

Job summary

You will provide personalized financial support to members and clients by offering investment, financing, and protection solutions. Additionally, you will assist advisors with business development, manage client requests, and help maintain high service quality standards.

Job details

The work mode arrangement for the position is full-time on site 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 Understanding of financial documents used in asset management Knowledge of all products and services aimed at 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 opening accounts, the selling of additional products and services, and Accord D financing Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation) 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) CAISSE DE MONT-TREMBLANT (30113 / Conv_Col_00124) (2017-02-27 - ) Job Family Member/client sales and service (FG) Unposting Date 2026-10-1

What you’ll do

You will provide personalized financial support to members and clients by offering investment, financing, and protection solutions. Additionally, you will assist advisors with business development, manage client requests, and help maintain high service quality standards.

Requirements

Candidates must hold an Attestation of Collegial Studies and a Mutual fund representative certificate. A minimum of three years of relevant experience in financial services is required.

Benefits

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Asset Management · Preferred
• Compliance · Preferred
• Sales · Preferred
• Data entry · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial services
• Investment advice
• Financing
• Business development
• Communication skills
• Interpersonal savvy
• Sales
• Asset management
• Compliance
• Problem solving
• Relationship management
• Data entry
• Financial analysis
• Situational adaptability
• Service Standards
• Research
• Adaptability
• Asset Management
• Automation
• Business Development
• Business Process
• Investments
• Customer Service
• Communication
• Equities
• Financial Services
• Financial Data
• French Language
• Selling Techniques
• Negotiation
• Sales Development
• Telehealth

Job areas

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