Join Desjardins as a Client Financial Services Specialist in a full-time in office role. Deliver tailored financial support and solutions to enhance member and client satisfaction.

In this essential role, you will work closely with advisors to nurture business relationships and assist members with their financial needs. You will employ your strong communication skills to address client requests, recommend solutions, and support business development initiatives effectively. Your approach will be customized based on the unique needs of each member or client you assist.

Key Responsibilities:
• Handle client requests and provide prompt solutions
• Perform tasks and research to recommend appropriate options
• Assist colleagues with managing emails and agendas




• Tailor services based on members’ needs and preferences
• Participate in sales development initiatives to capture business opportunities

Requirements:
• Minimum of three years of relevant experience
• Attestation of Collegial Studies
• Mutual fund representative certificate required
• Knowledge of French is mandatory
• Willingness to travel to various service locations

Utilize your interpersonal skills, adaptability, and customer focus to make a real difference for Desjardins members and clients.
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📌 Client Financial Services Specialist (Quebec City)
🏢 Desjardins Group
📍 Quebec City