Financial Services Agent - Clientele

January 17, 2022

(Work place: Coaticook)

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.

General Information on the Position

Main responsabilities

  • 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.

Other working conditions

  • Work place : The work arrangement for the position is full-time on-site work. #LI-Onsite

  • Number of job available: 1


  • Attestation of College Studies in a related field

  • A minimum of 2 years of relevant experience

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

  • Be a licensed mutual fund representative

  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Independent speaker, intermediate knowledge of English

  • 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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Caisse Desjardins des Verts-Sommets de l'Estrie

Trade Union

Unposting Date


Job Family

Member/client sales and service (FG)

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