Financial Services Agent at Desjardins (Quebec City)

Financial Services Agent at Desjardins (Quebec City)

18 Aug
|
Desjardins
|
Quebec City

18 Aug

Desjardins

Quebec City

Join Desjardins as a Financial Services Agent, where you’ll provide top-notch support to clients in investment and financing. Your focus will be on personalized service to enhance client satisfaction.

As a key player in this role, you will work closely with advisors to maintain solid relationships with both members and clients. With a focus on delivering tailored solutions, you will manage immediate client needs and facilitate their financial choices effectively. Your excellent communication and interpersonal skills will drive client engagement and service quality.

Key Responsibilities:
• Assist clients in selecting investment tools and channels
• Recommend solutions to meet client needs and expectations




• Support advisors by managing agendas and communications
• Contribute actively to sales development initiatives
• Provide outstanding customer service to members and clients

Requirements:
• Attestation of Collegial Studies
• At least three years of relevant experience
• Required mutual fund representative certificate
• Fluent in French
• Familiarity with financial operating procedures

Utilize your skills to create meaningful connections and deliver value as a Financial Services Agent at Desjardins.
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📌 Financial Services Agent at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City

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