Excel as a Client Financial Agent with Desjardins, providing standout support to members and enhancing client satisfaction. Your focus will be on delivering personalized financial solutions in a dynamic team setting.

This role emphasizes collaboration with advisors while maintaining business relationships with clients. You will utilize your knowledge to address client needs, assist in financial decision-making, and foster business opportunities. Strong interpersonal and communication skills will ensure service quality aligned with organizational standards.

Key Responsibilities:
• Fulfill client requests with appropriate recommendations
• Aid colleagues in managing their communications
• Address needs and provide solutions for clients




• Assist clients in maximizing their financial tools
• Contribute to sales initiatives and development strategies

Requirements:
• Attestation of Collegial Studies required
• Minimum of three years experience in financial services
• Mutual fund representative certificate necessary
• Fluency in French required
• Familiarity with financial documents and compliance standards

Bring your strong client focus and financial expertise to Desjardins and thrive in client services.
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📌 Client Financial Agent Career at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City