Join Desjardins as a Financial Services Agent and drive client-focused solutions. Leverage your communication skills to enhance member relations and support investment services.

As a Financial Services Agent, you will work hand-in-hand with advisors, ensuring that client needs are promptly met. With a focus on personalized support, you will help manage business relationships, customer inquiries, and sales initiatives. A minimum of three years of relevant experience is required for success.

Key Responsibilities: • Handle client queries with effective solution recommendations • Support colleagues in managing client communication • Understand and respond to member/client needs attentively • Facilitate productive use of client tools and channels • Participate actively in sales development opportunities

Requirements: • Attestation of Collegial Studies mandatory • At least three years of relevant experience required • Certification as a mutual fund representative is essential • Knowledge of French is needed • Must possess strong interpersonal and customer service skills

Deliver exceptional client service at Desjardins by utilizing your interpersonal skills and financial expertise. #J-18808-Ljbffr

📌 Desjardins Financial Services Client Support (Winnipeg)
🏢 Desjardins
📍 Winnipeg