Elevate client relationships as a Client Financial Services Expert at Desjardins. Deliver personalized support while driving business growth through tailored solutions in investment, financing, and protection.
In this role, you will leverage over three years of expertise to assist both members and clients with their financial needs. Your responsibilities include maintaining robust business relationships, providing exceptional customer service, and facilitating the selection of tools for diverse client needs. You will also play a key part in business development initiatives to enhance service quality.
Key Responsibilities:
• Support advisors in delivering services and client support
• Tailor solutions based on members' and clients' requirements




• Conduct research to recommend appropriate financial solutions
• Help colleagues with agenda and email management
• Participate in sales development to seize business prospects
Requirements:
• Attestation of Collegial Studies
• Minimum three years of relevant experience
• Mutual fund representative certificate required
• Proficiency in French is mandatory
• Knowledge of financial documents and asset management
Combine your customer focus and interpersonal skills to thrive as a Client Financial Services Expert at Desjardins.
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📌 Client Financial Services Expert Quebec City
🏢 Desjardins
📍 Quebec City