Become a Financial Services Client Advisor at Desjardins, delivering expert support and tailored solutions to meet member needs. Drive business success through effective client engagement.

In this client-facing role, your primary focus will be to provide personalized support alongside advisors while managing client interactions with proficiency. With at least three years of experience, you will leverage your skills to implement effective financial solutions that enhance customer satisfaction. This position allows you to shape your strategies based on client expectations, contributing significantly to business development through cutting-edge sales initiatives.

Key Responsibilities:



• Address client inquiries and determine effective solutions • Assist team members with their schedules and correspondence • Cater to the unique needs and preferences of clients • Help clients maximize their available tools and channels • Engage in business development and sales efforts

Requirements: • Attestation of Collegial Studies • Three years of relevant experience in financial services • Required mutual fund representative certificate • Strong communication skills in French • Demonstrated client-focused mindset

Elevate client experiences by applying your financial acumen and knowledge at Desjardins as a Financial Services Client Advisor. #J-18808-Ljbffr

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