Elevate your career at Desjardins as a Client-Focused Financial Services Representative, where you provide tailored financial solutions to clients and members. Your robust communication skills will help deliver excellence in service and client satisfaction.

In this crucial role, you will partner with advisors to assist with client requests and enhance business relationships. You'll provide investment, financing, and protection solutions, as well as support sales development initiatives to meet client needs effectively. This position requires adaptability and a strategic approach to customer service.

Key Responsibilities:



• Respond promptly to client requests with suitable solutions • Aid peers in managing their schedules and communications • Recognize and address member needs with appropriate financial products • Guide clients in maximizing tools and channels available • Engage in sales initiatives to foster business growth

Requirements: • Minimum three years of experience in financial services • Relevant college studies required • Mutual fund representative certification needed • Fluent in French with a strong understanding of financial documentation • Familiarity with compliance standards and operational procedures

apply your skills in providing exceptional financial services to enhance member experience at Desjardins. #J-18808-Ljbffr

📌 Client-Focused Financial Services Representative (Sainte-Thérèse)
🏢 Desjardins
📍 Sainte-Thérèse