Join Desjardins as a Client Financial Services Specialist and provide tailored support to members and clients while enhancing their financial journeys. Utilize your interpersonal skills and financial knowledge in a hybrid work environment.

As an essential member of the financial team, you will engage closely with advisors to deliver exceptional service and maintain solid business relationships. This role requires at least three years of relevant experience, a mutual fund representative certificate, and an understanding of financial solutions. You will bridge the gap between client needs and available financial products, ensuring satisfaction and compliance with service standards.

Key Responsibilities:
• Address client requests with effective solutions
• Conduct research and recommend optimal financial strategies




• Support colleagues in managing schedules and communications
• Advise clients on tools to facilitate independence
• Engage in sales initiatives for business growth

Requirements:
• Attestation of Collegial Studies
• Minimum three years relevant experience
• Knowledge of investment procedures and financial compliance
• Understanding of Desjardins’ products and services
• Strong customer focus and communication skills

Leverage your expertise in financial services to deliver personalized support and drive client satisfaction at Desjardins.
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📌 Client Financial Services Specialist (Quebec City)
🏢 Desjardins Group
📍 Quebec City