Become a vital Client Relationship Advisor with Desjardins and enhance business relationships with members and clients. Focus on selling securities and providing exceptional client service.
In this role, you will assist in prospecting and soliciting current business while developing existing client relationships. You are expected to leverage your skills in handling client needs across discretionary management and mutual funds. A college diploma and at least two years of industry experience are required to excel.
Key Responsibilities:
• Help maintain compliance and operational standards
• Address everyday operational challenges in branches
• Supervise client cheque deposits and interest management
• Recruit and onboard new administrative staff
• Promote specialized products and ensure client satisfaction
Requirements:
• College diploma in a related field
• At least two years of relevant experience
• Bilingual with knowledge of French
• Strong focus on customer needs and relationship management
• Quick learner with adaptability in problem-solving
Utilize your client-focused approach and sales expertise to support Desjardins' mission.
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