Several prospects are currently available in the Montreal area

As a client financial services agent, you support advisors in service delivery and the maintenance of business relationships by offering simple and fast solutions for investments, financing, and ️ protection, all aligned with established strategies. More specifically, you will be required to:
Handle requests from members and clients by taking the necessary steps and conducting the required research.
Help with agenda and email management.
Support members and clients with the selection and optimal use of various tools and alternate channels to promote self-service and automation.
Seize business opportunities, and participate in sales development through various initiatives.

What we offer*
Competitive salary and annual bonus
4 weeks of versatile vacation starting in the first year
Defined benefit pension plan that provides predictable, secure 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

Action oriented, Customer Focus, Differences, Nimble learning

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!

Job Family

Member/client sales and service (FG)

📌 Financial Services Agent, Client Services Montreal
🏢 Desjardins
📍 Montreal