Join Desjardins as a Client Financial Services Agent, providing tailored support to members and clients. Utilize your communication skills to enhance customer satisfaction and develop business relationships.
In this client-focused role, you will work closely with advisors to manage client needs and deliver personalized solutions in investment, financing, and protection. With three or more years of experience, you will be pivotal in recommending service strategies and maintaining high standards. Your interpersonal skills will be essential for ensuring member/client satisfaction and fostering effective collaboration with colleagues.
Key Responsibilities:
• Handle client requests effectively
• Recommend solutions based on client needs




• Assist colleagues with agenda and emails
• Promote and maintain service quality standards
• Participate in business development initiatives
Requirements:
• Attestation of Collegial Studies
• At least three years of relevant experience
• Mutual fund representative certificate required
• Knowledge of financial documents in asset management
• Proficiency in French is mandatory
Enhance client relationships and provide exceptional service as a crucial part of the Desjardins team.
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📌 Client Financial Services Agent at Desjardins (Repentigny)
🏢 Desjardins Group
📍 Repentigny