Financial Services Agent - Clientele

August 14, 2019

(Work place: 893, boulevard de Sainte-Adèle , Sainte-Adèle)

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-04The incumbent works in close collaboration with financial planners and sales team advisors, participating in maintaining business relationships with members and customers and carrying out sales support activities.

Main responsibilities

  • Manage the voice mailboxes of financial planners and advisors by handling those calls that can be immediately addressed and referring others to the appropriate individual.
  • Manage the schedules of financial planners and advisors by arranging meetings requested by members and customers, confirming their attendance and informing them of the documents they are required to bring.
  • Assist in prioritizing the weekly activities of financial planners and advisors and in planning the execution of follow-up and solicitation activities.
  • Finalize files following meetings with members and customers by obtaining their signatures, responding to their operational questions, opening accounts, and proposing and closing products and services sales.
  • If necessary, contact members and customers to confirm all agreed-upon transactions. Make courtesy calls as requested by financial planners and advisors.
  • Collaborate in preparing and facilitating conferences for members and customers and executing follow-up activities.
  • Contribute to business development by taking part in various solicitation activities.
  • Help to maintain business relationships through contact with members and customers. Remain attentive to their needs to ensure their full satisfaction and to identify sales opportunities, while maintaining and updating their records.
  • Ensure that files are complete and compliant in a timely fashion and in accordance with prescribed quality standards


  • 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 the 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 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

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

893, boulevard de Sainte-Adèle , Sainte-Adèle

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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