Enhance your career as a Client Relationship Manager at Desjardins, focusing on personalized wealth management solutions. Your primary goal will be to deliver exceptional service and advice to clients.
In this role, your responsibilities will include developing strong relationships with individual members and business owners. You will assess clients’ needs, recommend financial solutions, and proactively follow up on service quality. Staying informed about market trends will help you provide insightful advice, backed by your financial expertise.
Key Responsibilities:
• Counsel clients on financial strategies and expected results
• Maintain and assess client satisfaction and service quality
• Stay updated on best practices in financial services
• Represent the caisse in community outreach events
Requirements:
• Bachelor’s degree in a relevant area
• Minimum one year of related experience
• Must hold a mutual fund representative certificate
• Proficiency in French is required
• Solid knowledge of financial products and compliance
Utilize your interpersonal savvy to empower Desjardins members on their financial journeys.
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📌 Client Relationship Manager at Desjardins (Amqui)
🏢 Desjardins
📍 Amqui