[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"company-caisse-desjardins-des-sources-en-ca":3,"all-featured-jobs-ca":19,"company-filters-\u002Fen-ca\u002Fcompany\u002Fcaisse-desjardins-des-sources":22,"job-search-\u002Fen-ca\u002Fcompany\u002Fcaisse-desjardins-des-sources":91},{"name":4,"slug":5,"logo_url":6,"id":7,"jobs":8,"description_de":6,"description_en":6,"industry":6,"headquarters_city":6,"headquarters_country_iso":6,"latitude":6,"longitude":6,"website_url":6,"raw_street":6,"raw_city":6,"raw_zip_code":6,"raw_country":6,"raw_legal_form":6,"raw_bafin_id":6,"raw_trade_names":6,"raw_permissions":6,"translations":6},"Caisse Desjardins des Sources","caisse-desjardins-des-sources",null,4200,[9,14],{"id":10,"slug":11,"title":12,"location":6,"raw_job_location_address_addressLocality":4,"raw_hiringOrganization_logo_url":6,"raw_description":13},56106,"client-financial-services-agent-caisse-desjardins-des-sources","Client Financial Services Agent","The work mode arrangement for the position is full-time on site 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\u002Fclient 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. #LI-Onsite 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 Understanding of financial documents used in asset management Knowledge of all products and services aimed at caisse members 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 Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability 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) Job Family Member\u002Fclient sales and service (FG) Unposting Date 2026-10-27 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!",{"id":15,"slug":16,"title":17,"location":6,"raw_job_location_address_addressLocality":4,"raw_hiringOrganization_logo_url":6,"raw_description":18},56107,"personal-finance-advisor-caisse-desjardins-des-sources","Personal Finance Advisor","As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member\u002Fclient satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to : Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member\u002Fclient satisfaction and service quality, follow up and identify areas for improvement. Stay up-to-date on the financial services industry, market trends and best practices in your field. Participate in outreach activities and represent the caisse in the community. 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. #LI-Hybrid What you bring to the table General college diploma in a related field A minimum of two 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 Knowledge of current financial, economic, political and legislative events Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors Knowledge of the integration of financial data into computer systems Knowledge of debt management Knowledge of compliance with legislation respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Knowledge of policies, legislation and standards related to products and services offered by the caisse Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes Knowledge of service standards Knowledge of the techniques used to assess and monitor individual financing applications Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, 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! Trade Union (If applicable) Job Family Member\u002Fclient sales and service (FG) Unposting Date 2026-10-27 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? 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