[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-search-\u002Fen-ca\u002Fcompany\u002Fcaisse-desjardins-du-carrefour-des-lacs":3,"all-featured-jobs-ca":73,"company-caisse-desjardins-du-carrefour-des-lacs-en-ca":76,"company-filters-\u002Fen-ca\u002Fcompany\u002Fcaisse-desjardins-du-carrefour-des-lacs":83},{"total":4,"jobs":5},2,[6,49],{"id":7,"slug":8,"title":9,"raw_title":10,"is_featured":11,"company":12,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":15,"processed_country_iso_code_gmaps":17,"processed_home_office":19,"processed_salary_min":20,"processed_salary_max":21,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":24,"processed_employment_types":26,"processed_it_skills":27,"processed_it_skills_labels":28,"processed_job_expertise_skills":32,"processed_job_expertise_skills_labels":35,"max_cpc":47,"actual_cpc":48},83237,"client-financial-services-agent-caisse-desjardins-du-carrefour-des-lacs","Client Financial Services Agent",null,false,{"name":13,"slug":14,"logo_url":10},"Caisse Desjardins du Carrefour des lacs","caisse-desjardins-du-carrefour-des-lacs",[16],"Disraeli",[18],"CA","hybrid",45000,65000,"CAD","estimated",[25],"FULL_TIME","permanent",{"crm systems":4,"microsoft office":4,"financial software":4},[29,30,31],"Financial Software","CRM Systems","Microsoft Office",{"sales":33,"asset management":33,"customer service":34,"service standards":33,"business development":33,"compliance knowledge":33,"financing procedures":33,"investment procedures":33,"account opening procedures":33,"financial data integration":4,"financial products knowledge":33},3,4,[36,37,38,39,40,41,42,43,44,45,46],"Financial Products Knowledge","Asset Management","Compliance Knowledge","Sales","Business Development","Customer Service","Financial Data Integration","Investment Procedures","Financing Procedures","Account Opening Procedures","Service Standards",1,1.2,{"id":50,"slug":51,"title":52,"raw_title":10,"is_featured":11,"company":53,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":54,"processed_country_iso_code_gmaps":55,"processed_home_office":19,"processed_salary_min":56,"processed_salary_max":57,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":58,"processed_employment_types":26,"processed_it_skills":59,"processed_it_skills_labels":60,"processed_job_expertise_skills":61,"processed_job_expertise_skills_labels":62,"max_cpc":47,"actual_cpc":48},83239,"wealth-management-advisor-caisse-desjardins-du-carrefour-des-lacs","Wealth Management Advisor",{"name":13,"slug":14,"logo_url":10},[16],[18],60000,90000,[25],{},[],{"loan products":33,"risk management":33,"wealth management":34,"community outreach":4,"financial advisory":34,"insurance products":33,"market trends knowledge":33,"financial needs analysis":34,"investment recommendations":34,"business relationship management":34},[63,64,65,66,67,68,69,70,71,72],"Wealth Management","Financial Advisory","Investment Recommendations","Loan Products","Insurance Products","Risk Management","Business Relationship Management","Financial Needs Analysis","Market Trends Knowledge","Community Outreach",{"total":74,"jobs":75},0,[],{"name":13,"slug":14,"logo_url":10,"id":77,"jobs":78,"description_de":10,"description_en":10,"industry":10,"headquarters_city":10,"headquarters_country_iso":10,"latitude":10,"longitude":10,"website_url":10,"raw_street":10,"raw_city":10,"raw_zip_code":10,"raw_country":10,"raw_legal_form":10,"raw_bafin_id":10,"raw_trade_names":10,"raw_permissions":10,"translations":10},5056,[79,81],{"id":7,"slug":8,"title":9,"location":10,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":10,"raw_description":80},"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-Hybrid 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 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 2026-10-23 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":50,"slug":51,"title":52,"location":10,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":10,"raw_description":82},"As a wealth management 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 individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. 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 Bachelor's degree in a related field A minimum of one year 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, 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 2026-10-23 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. 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