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 workplace. 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
Solid customer focus and communication skills
Leverage your expertise in financial services to deliver personalized support and drive client satisfaction at Desjardins.