Client Financial Services Advisor (Sainte-Anne-des-Monts)

Client Financial Services Advisor (Sainte-Anne-des-Monts)

08 Sep
|
Desjardins
|
Sainte-Anne-des-Monts

08 Sep

Desjardins

Sainte-Anne-des-Monts

Desjardins in Sainte-Anne-des-Monts, QC, is hiring a client financial services agent for a full-time, in office role. You will support advisors, handle member requests, and tailor solutions in investments, financing and protection while upholding Desjardins service standards. You will assist with agenda management, respond to inquiries, and seize sales opportunities. The role requires 3+ years experience, Attestation of Collegial Studies, and the Mutual fund representative certificate. #J-18808-Ljbffr

📌 Client Financial Services Advisor (Sainte-Anne-des-Monts)
🏢 Desjardins
📍 Sainte-Anne-des-Monts

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