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Added 2 hours ago
customer service agent
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Added 20 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Quebec, QC · QC · Saint-Raymond, QC · Saint-Marc-des-Carrières, QC · Sainte-Catherine, QC · Ste.-Foy, QC · Caisse populaire Desjardins de Saint-Raymond-Sainte-Catherine
Full-time
As a member and client experience advisory, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and…
Added 20 hours ago
Client Financial Services Agent
Desjardins
Quebec, QC · Caisse Desjardins de Cap-Rouge – Saint-Augustin
Full-time
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…

Desjardins

Client Financial Services Agent

Quebec, QC, Canada
Caisse Desjardins de Cap-Rouge – Saint-Augustin, Canada

Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 21, 2026

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Original job description

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
Knowledge of French is required
Mutual fund representative certificate – Autorité des marchés financiers
Understanding of financial documents used in asset management
Understanding of the philosophy and fundamentals of financial services cooperatives
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
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

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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-6

Apply About employer

More about this job

Responsibilities

The agent provides personalized financial support to members and clients by offering investment, financing, and protection solutions. They also actively participate in business development initiatives and assist advisors in maintaining strong client relationships.

Requirements

Candidates must possess an Attestation of Collegial Studies and at least three years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Financial services
Investment
Financing
Business development
Sales
Communication
Interpersonal savvy
Asset management
Relationship management
Problem solving
Compliance
Data entry
Negotiation
Solicitation

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment
Financing
Asset Management
Mutual Fund Representative
Business Development
Customer Service
Sales
Compliance
Financial Data
Account Opening
Accord D Financing
Relationship Management
Telemedicine
Pension Plan
Hybrid Work
Financial Cooperatives
Solicitation
Negotiation

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