Enhance your career as a Client Relationship Manager at Desjardins, focusing on personalized wealth management solutions. Your primary goal will be to deliver exceptional service and advice to clients.In this role, your responsibilities will include developing robust relationships with individual members and business owners. You will assess clients' needs, recommend financial solutions, and proactively follow up on service quality. Staying informed about market trends will help you provide insightful advice, backed by your financial expertise.Key Responsibilities:Counsel clients on financial strategies and expected resultsMaintain and assess client satisfaction and service qualityStay updated on best practices in financial servicesRepresent the caisse in community outreach eventsRequirements:Bachelor's degree in a relevant areaMinimum one year of related experienceMust hold a mutual fund representative certificateProficiency in French is requiredStrong knowledge of financial products and complianceUtilize your interpersonal savvy to empower Desjardins members on their financial journeys.

📌 Client Relationship Manager At Desjardins (Amqui)
🏢 Desjardins
📍 Amqui