Act as a Client Services Advisor in the rapid-paced financial sector at Desjardins. Provide essential support to clients and advisors, crafting personalized financial solutions. This role requires an individual with a minimum of three years of client service experience in finance.

At Desjardins, you will build robust relationships with clients, handle requests promptly, and recommend suitable financial tools based on individual needs. Your ability to communicate effectively ensures member satisfaction and quality service delivery. Key Responsibilities:
Resolve client requests and propose effective solutions
Support colleagues to enhance operational efficiency
Assess client needs and offer tailored recommendations
Help clients navigate available financial resources
Drive business prospects and contribute to sales initiatives Requirements:
Attestation of Collegial Studies is required
At least three years of relevant experience
Mutual fund representative certificate preferred
Proficiency in French is compulsory
Solid understanding of investment practices and regulations Utilize your expertise to provide exceptional service and support to Desjardins members.

📌 Client Services Advisor In Financial Sector Saint Eustache (Saint-Eustache)
🏢 Desjardins
📍 Saint-Eustache