Explore a fulfilling role as a Client Financial Agent with Desjardins. Deliver tailored financial support and solutions to clients while enhancing their service experience in a hybrid environment. Collaborating closely with advisors, you will be responsible for addressing client requests and providing effective solutions.
This position calls for a minimum of three years in financial services, with solid communication skills to ensure members’ needs are prioritized. Your expertise will be integral to driving business development initiatives and maximizing client satisfaction. Key Responsibilities:
- Address client inquiries and suggest appropriate solutions
- Assist team's agenda coordination and email management
- Recommend strategies based on member needs
- Educate clients on utilizing financial tools
- Engage in sales development efforts Requirements:
- Attestation of Collegial Studies
- Minimum three years of relevant experience
- Proficient in French and financial documentation
- Mutual fund representative certification required
- Knowledge of Desjardins' systems and procedures Your customer-focused approach will foster strong relationships and drive success at Desjardins.