Join Desjardins as a client financial services agent, ensuring client needs are met efficiently. Utilize your financial knowledge to provide personalized assistance in investment and financing.

In this impactful role, you will work alongside advisors to deliver excellent customer service and business development support. Your responsibilities include managing immediate client requests and helping colleagues with their tasks. Your ability to recommend appropriate solutions and understand client autonomy will enhance their experience and strengthen relationships.

Key Responsibilities:
• Respond to client requests and suggest solutions
• Support team members with scheduling and emails
• Recommend tailored financial products to clients




• Assist clients in maximizing their tools for transactions
• Drive participation in sales initiatives and business prospects

Requirements:
• Attestation of Collegial Studies required
• Three years of relevant financial experience
• Licensed mutual fund representative status
• Proficiency in French is necessary
• Knowledge of Desjardins products and competitor offerings

Bring your personal touch and financial savvy to enhance client relationships at Desjardins.
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📌 Client Financial Agent At Desjardins Quebec City (Canada)
🏢 Desjardins
📍 Canada