Financial Services Agent – Clientele

Desjardins - Embrun, ON (30+ days ago)

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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


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 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.

The Caisses populaires Desjardins de l’Ontario and the Fédération des Caisses populaires de l’Ontario were legally merged on January 1, 2020.

The merger is a major undertaking. It brings together 11 caisses, each with their own culture and way of operating. In the short term, the greatest challenge is creating a single team from all the caisses’ employees and standardizing their procedures.

Caisse Desjardins Ontario Credit Union Inc. serves 130,000 members from 50 service centre locations staffed by some 650 employees. Its business volume exceeds $13.6 billion, with assets of more than $6.5 billion, including more than $3.9 billion in individual loans and more than $1.8 billion in business loans. Savings total more than $4.3 billion. This solid, high-performance organization, with rich and diversified expertise, is a major employer in Ontario, with a payroll of more than $46 million. It’s the sixth largest credit union in Canada.

Beyond the operational advantages of forming a financial institution of this size, above all, the purpose of the merger is to create value for the caisse’s members and communities and to develop the Ontario market.

Main Responsibilities

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.

Other working conditions

Travel : Employee may be called upon to travel to one of our Eastern Ontario service centres.
Number of job available : 1


Attestation of Collegial Studies in a related field
A minimum of two years of a relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Hold a Mutual fund sales representative certificate issued by the 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 membersOther combinations of qualifications and relevant experience may be considered
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

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Desjardins Ontario

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)