Join Desjardins as a Financial Services Agent, providing personalized solutions to enhance member experiences.

Your role emphasizes effective communication and strategic problem-solving. As a Financial Services Agent, you'll engage actively with advisors and clients, drawing from your knowledge and three years of experience in financial services. Your focus will be on addressing client needs promptly, recommending financial products, and fostering business relationships. This position plays a crucial role in driving client satisfaction and achieving service excellence. Key Responsibilities:

- Handle client requests and recommend solutions
- Assist colleagues with scheduling and task management
- Be attentive to member and client expectations
- Guide clients in utilizing financial tools effectively
- Engage in business chance development initiatives

Requirements:

- Attestation of Collegial Studies mandatory
- Minimum three years experience in a similar role
- Knowledge of French is essential
- Familiarity with financial documents in asset management
- Understanding of compliance and operating procedures

Your expertise will help Desjardins enhance its member services and client satisfaction.

📌 Financial Services Agent at Desjardins (Saint-Eustache)
🏢 Desjardins
📍 Saint-Eustache