Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.
Client Financial Services Agent – Montreal (Hybrid)
Support Desjardins members and advisors with financial service requests, routine transactions, and personalized solutions. Contribute to product sales and business development across investment, financing, and protection services.
Description
- Partner with advisors to provide personalized support to members and clients
- Support advisors in delivering services and sustaining business relationships
- Address immediate member and client needs with clear, timely solutions for investment, financing, and protection
- Maintain service quality and member/client satisfaction in line with organizational standards and procedures
- Contribute substantially to business development activities
- Assist members and clients while delivering high-quality customer service
- Prepare offers for routine transactions
- Support the sale of products and services according to member and client needs and established strategies
- Adapt interactions and recommendations to individual member and client needs
- Manage requests, complete research and related tasks, and recommend suitable solutions
- Support colleagues with agenda and email management
- Recommend options aligned with member and client needs and expectations
- Help members and clients select and use tools and channels suited to their preferred level of independence and automation
- Identify business opportunities and contribute to sales development initiatives
Requirements
- Attestation of Collegial Studies
- At least three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate issued by the Autorité des marchés financiers
- French-language proficiency is required
- Availability to work one evening each week
- Demonstrates initiative and follows through on actions
- Communicates clearly and effectively
- Maintains a strong customer focus
- Values and respects differences
- Builds effective interpersonal relationships
- Learns quickly and applies new knowledge
- Adapts effectively to different situations
Benefits
- Competitive salary with an annual bonus
- Four weeks of flexible vacation beginning in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance with telemedicine coverage
- Reimbursement for health and wellness expenses and telework equipment