Become a pivotal Client Financial Services Agent at Desjardins, delivering personalized advice and swift solutions to members and clients. Leverage your robust communication skills to enhance satisfaction and strengthen relationships in this rewarding role.

In this client-focused position, you will directly support advisors by contributing to business development and providing tailored solutions. Your experience in financial services will aid in effectively addressing member and client requests while recommending optimal financial products and services. You will ensure the delivery of service excellence by aligning with organizational standards and fostering lasting business connections.

Key Responsibilities:
• Manage client requests and recommend suitable solutions
• Assist colleagues with agenda and email management




• Understand member needs and propose effective solutions
• Guide clients in utilizing financial tools and channels
• Identify business development opportunities and support sales initiatives

Requirements:
• Minimum three years of relevant experience
• Attestation of Collegial Studies required
• Mutual fund representative certificate is essential
• Proficient in French, knowledge of financial documents
• Understand compliance and operating procedures for investment

Bring your customer-focused approach and financial expertise to enhance member experiences at Desjardins.
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📌 Client Financial Services Agent at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City