Financial Services Agent

October 14, 2020

(Work place: Notre-Dame-du-Bon-Conseil)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-04As 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 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.

Main Responsibilities

  • Carry out sales support activities to finalize and assist in the delivery of savings and investment services, such as coding and entering data (e.g. transactions related to term savings, Desjardins funds, and monetary transactions). Create and update records of members and customers. Perform any ensuing follow-up activities.
  • Meet with members and customers to finalize the sale of Accord D financing and additional products and to provide them with information as needed.
  • Carry out various follow-up activities with members and customers, including setting up and confirming appointments and agreements related to savings transactions.
  • In the absence of a financial planner or advisor, perform transactions requested by members and customers (including those related to investments), when they are in line with the action plan established by the financial planner or advisor.
  • As a courtesy, open accounts for members and customers referred by financial planners and advisors.
  • Identify opportunities for additional product sales and participate in targeted solicitation activities initiated by financial planners and advisors.
  • Ensure that files are compliant and completed in a timely fashion in accordance with prescribed quality standards.
  • Maintain the security of transactions and operations in accordance with current policies, practices and standards.

Other working condition

  • Number of job available : 1


  • Attestation of College Studies in a related field
  • A minimum of two years of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

  • Hold a mutual fund representative certificate – Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • 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 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 activities
  • 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
  • Knowledge of service standards.

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Caisse populaire Desjardins de l'Est de Drummond

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert