Agent or Agent, Financial Services, Client-FR

As an Agent in Financial Services for the Client at Caisse Desjardins de la Chaudière, 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 placement, 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 support of members and clients by providing 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 current strategies and practices. 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 choice and optimal 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 weeks of flexible vacation starting in 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.

What you will bring

• 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
• Knowledge and understanding of financial documents used in asset management.
• Knowledge of the entire range of products and services intended for Caisse members and those offered by Desjardins Entreprises, its components, and Desjardins' distribution networks and those of the competition.
• Knowledge of the integration of financial data into systems.
• Knowledge of compliance with legislation on the distribution of financial products and services.
• Knowledge of the philosophy and operation of a financial services cooperative.
• Knowledge of operational procedures related to financing and placement 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, as well as those related to Accord D financing.
• Knowledge of Desjardins' business processes (e.g., sales, solicitation, and negotiation processes).
• Knowledge of service standards.

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, most importantly, 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 of our teams reflecting the diversity of our members, our clients, 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)

Closing Date 2026-09-30