Financial Services Agent, Client Services

As a Financial Services Agent at Client Services at Desjardins Lachine, you work closely with advisors to provide tailored support to members and clients in your field. You support advisors in service delivery and maintaining business relationships. You have the latitude to take on immediate needs of members and clients by offering simple and quick solutions in terms of investment, financing, and protection, all aligned with the action plan. Your mastery of interpersonal relationships and your ability to communicate effectively ensure the satisfaction of members and clients and the quality of services provided, while respecting the organization's standards and procedures. You play an important role in supporting business development. You participate in the management of members and clients by offering high-quality customer service. You carry out offers related to current activities, sales support activities, and products and services, which meet the needs and expectations of members and clients according to the strategies and practices in place. You take advantage of your ability to adapt your approach when the situation requires it. More specifically, you will be called upon to:

• Handle customer requests. Perform the necessary procedures and research, and propose adapted solutions.
• Support the management of the schedule and emails.
• Listen to the needs of members and clients and propose a solution that meets their needs and expectations.
• Accompany members and clients in the optimal choice and use of different tools and alternative channels that favor their autonomy and automation.
• Identify business opportunities and participate in sales development through various initiatives.

What we offer

• Competitive salary and annual bonus
• 4 flexible weeks of vacation from the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• *Benefits are applicable based on eligibility criteria.*
• #LI-Hybrid

What you bring to the table

• College diploma (AEC) in an appropriate discipline
• A minimum of three years of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Certificate of Representative in Collective Savings – Financial Markets Authority
• Knowledge of French is required
• Advanced intermediate English due to the nature of the tasks, work tools, or interactions with anglophone partners or members and clients
• Knowledge and understanding of financial documents used in asset management
• Knowledge of all products and services intended for Desjardins members and those offered by Desjardins Entreprises, its components, and Desjardins' distribution networks and those of the competition
• Knowledge of integrating financial data into systems
• Knowledge of compliance with legislation on the distribution of financial products and services
• Knowledge of the philosophy and functioning of a financial services cooperative
• Knowledge of operational procedures related to financing and investment activities
• Knowledge of operational procedures related to convenience products, automated and assisted transactions
• Knowledge of operational procedures related to account openings, sales of complementary products and services
• Knowledge of Desjardins business processes (e.g., sales, solicitation, and negotiation processes)
• Knowledge of service standards
• Availability to work one evening per week until 8 p.m.

Appreciate differences, Learn with agility, Communicate effectively, Be customer-oriented, Be action-oriented, Master interpersonal relationships, Adapt to situations Equity, diversity, inclusion, and accessibility

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all people, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, above all, offering them a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance that our teams be the reflection of the diversity of our members, our clientele, and the communities we serve.

If you need assistance to make the recruitment process or the position you are applying for more accessible, please let us know. Accommodation measures will be offered to those who request them at any stage of the recruitment process.

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Union (if applicable)

Job Family

Member and Client Services - Sales (GF)

Job Posting End Date 2026-08-13