Elevate your career as a Full time Financial Services Agent at Desjardins. Provide exceptional personalized support to members while fostering business relationships in an in office role.

In this agile position, you will collaborate with advisors to meet the financial needs of members and clients. Leverage your communication expertise and customer service skills to assist with investment, financing, and protection solutions. Your proactive approach will help identify business opportunities and enhance service delivery.

Key Responsibilities: • Manage client requests and offer rapid,



informed solutions • Conduct research to provide tailored recommendations • Support team members in administrative tasks • Understand and recommend tools based on client needs • Contribute to sales initiatives and business development

Requirements: • Three years of relevant experience in financial services • Attestation of Collegial Studies • Certified mutual fund representative – AMF • Proficiency in French is essential • Availability to work evenings once a week

Harness your skills in effective communication and client-focused service to thrive at Desjardins, North America's leading cooperative financial group. #J-18808-Ljbffr

📌 Full Time Financial Services Agent At Desjardins Winnipeg (Canada)
🏢 Desjardins Group
📍 Canada