Enhance client relations as a Client Financial Services Specialist at Desjardins. Provide personalized support while ensuring members' needs are met through tailored investment and financing solutions.

As a vital link between clients and advisors at Desjardins, you will be focused on delivering exceptional service and maintaining business relationships. Your interpersonal skills will play a crucial role in managing client requests and providing rapid solutions that align with organizational standards. This role emphasizes business development and supports sales initiatives, ensuring client satisfaction through effective communication and understanding of their unique needs.

Key Responsibilities:
• Handle client requests and recommend suitable solutions
• Assist colleagues with agendas and emails




• Identify and respond to clients’ needs promptly
• Guide clients in selecting appropriate tools and channels
• Participate actively in sales and business development initiatives

Requirements:
• Attestation of Collegial Studies
• Minimum three years of relevant experience
• Mutual fund representative certificate required
• Fluency in French and solid communication skills
• Action-oriented with an adaptive approach

Utilize your financial services expertise and communication skills to foster strong client relationships at Desjardins.
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📌 Client Financial Services Specialist (Quebec City)
🏢 Desjardins
📍 Quebec City