Desjardins Group in Montreal is seeking a client financial services agent to support advisors and service delivery, handling requests and promoting self-service tools. You will assist with calendar and email management, help clients select investments and banking tools, and contribute to sales development.
Candidates should have Attestation of Collegial Studies, 3+ years experience, AMF mutual fund representative certificate, and French proficiency; hybrid work option available.
📌 Client Financial Services Specialist — Hybrid (Montreal)
🏢 Desjardins Group
📍 Montreal
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