Enhance client experiences with Desjardins as a Client Financial Services Specialist. Deliver personalized support while managing investment, financing, and protection needs efficiently across diverse client profiles.
As a vital part of the team, you will leverage three years of experience to aid advisors and boost client satisfaction. Engage actively in developing business opportunities while ensuring quality service and compliance with industry standards. Tailor your approach, ensuring each interaction maximizes value for clients.
Key Responsibilities:
• Provide personalized support to advisors and clients
• Develop solutions for investment and financial needs
• Maintain service quality according to organizational standards
• Assist clients by creating tailored offers and options
• Support advisors in business development initiatives
Requirements:
• Attestation of Collegial Studies needed
• Minimum of three years relevant experience required
• Mutual Fund Representative Certificate is mandatory
• Knowledge of financial document analysis and compliance
• Fluency in French is required
Support clients with expert financial insight and build robust, lasting relationships at Desjardins.
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