Posted 3 days ago
Client Financial Services Agent
@ Caisse Desjardins du Sud-Ouest de Montréal
Canada
Overview
Caisse Desjardins du Sud-Ouest de Montréal is hiring a client financial services agent to support advisors and provide personalized service to members and clients. The role handles client requests, supports sales initiatives and offers solutions in investment, financing and protection. The posting requires French, a collegial attestation, at least three years of relevant experience, and one evening per week.
Responsibilities:
- Handle client requests and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Support members with investment, financing and protection solutions
- Participate in sales development initiatives
Requirements summary:
- Attestation of Collegial Studies
- Minimum of three years of relevant experience
- Mutual fund representative certificate from the AMF
- Knowledge of French is required
- Available to work one evening per week
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-03
- First seen by our source
- 2026-11-04
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Schedule | day, evening |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French |
| Education | High school (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Caisse Desjardins du Sud-Ouest de Montréal
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
As 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 have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. 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. More specifically, you will be required to:
- 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
What we offer*
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
*Benefits apply based on eligibility criteria.
What you bring to the table
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Available to work one evening per week
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
CAISSE DU SUD-OUEST DE MONTRÉAL (30001 / CONV_COL_00059) (2019-03-22 - )Job Family
Member/client sales and service (FG)Unposting Date
2026-11-12Journal
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