Become a Client Financial Agent with Desjardins in a full time on-site position. Provide vital support and solutions to enhance member and client financial experiences.
You will partner with advisors to strengthen client relationships and meet their financial needs. Leveraging your interpersonal and communication skills, you will ensure service quality aligned with organizational standards. This role allows you to take the initiative in addressing client requests and identifying opportunities for business growth.
Key Responsibilities: • Address and handle client requests efficiently • Research and propose fitting solutions for financial inquiries • Aid colleagues in managing their schedules and correspondence • Customize approaches to suit member and client expectations • Engage in sales development efforts to capture new business
Requirements: • At least three years of financial services experience • Educational background in relevant fields • Mutual fund representative certification required • Knowledge of French language is required • Flexibility for travel between service locations
Apply your customer focus and adaptability to deliver exceptional service for Desjardins clients and members.