Become a Client Financial Services Agent with Desjardins, providing personalized support to clients and advisors. Deliver rapid solutions in investment, financing, and protection while ensuring exceptional client satisfaction.
In this role, you'll work closely with advisors to facilitate business relationships and meet the immediate needs of members. Focused on excellent customer service, you will tailor solutions based on clients' unique requirements and preferences. Join a team that values interpersonal skills, communication, and business development support as you assist clients in achieving their financial goals.
Key Responsibilities:
• Handle client requests with prompt, appropriate solutions
• Assist colleagues in agenda and email management




• Recommend tailored solutions to meet client expectations
• Guide clients in using financial tools and channels
• Identify business opportunities and support sales initiatives
Requirements:
• Attestation of Collegial Studies
• Three years of relevant experience required
• Mutual fund representative certification needed
• Knowledge of financial documents and products
• Bilingual in French and understanding of compliance
Utilize your financial expertise and interpersonal skills to enhance client satisfaction and drive business growth at Desjardins.
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📌 Client Financial Services Agent at Desjardins (Repentigny)
🏢 Desjardins
📍 Repentigny