Become a Client Financial Agent at Desjardins, where your focus will be on personalized client interactions. Provide expert guidance on investments and financing solutions to meet unique member needs.
This role is crucial for those with a background in financial services, leveraging at least three years of experience to support both clients and advisors. You will need to recommend appropriate financial products and ensure adherence to compliance protocols while maintaining service excellence. Business development support is also a key aspect of your contributions.
Key Responsibilities:
• Support clients in their investment and financing inquiries
• Tailor solutions based on individual client needs
• Maintain satisfaction and quality service levels
• Assist in routine financial product transactions
• Help in business development initiatives
Requirements:
• Completion of Attestation of Collegial Studies necessary
• Minimum three years relevant experience required
• Mutual Fund Representative Certificate needed
• Compliant with financial documentation and practices
• Must be fluent in French
Use your expertise in financial services to foster client relationships and enhance member satisfaction at Desjardins.
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