Elevate client satisfaction as a Financial Services Agent at Desjardins. Use your expertise to support advisors and provide rapid solutions for investment, financing, and protection needs.

In this critical role, you'll collaborate closely with advisors, ensuring high-quality service for members and clients. You're expected to tailor your approach to meet specific needs, assist in business development, and contribute to sales initiatives. Three years of relevant experience and a mutual fund representative certificate are essential for this position.

Key Responsibilities:
• Address client requests while providing tailored recommendations
• Assist colleagues with agenda management and communications




• Identify solutions aligning with member/client expectations
• Enhance client access to tools based on their preferences
• Engage in business chance and sales development efforts

Requirements:
• Attestation of Collegial Studies required
• Minimum of three years relevant experience
• Mutual fund representative certification is necessary
• Proficiency in French is a must
• Strong customer focus and communication skills

Utilize your interpersonal savvy to foster strong client relations at Desjardins.
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📌 Client Financial Services Agent Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City