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 setting. 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 robust relationships and drive success at Desjardins.

📌 Desjardins Client Financial Agent Role Terrebonne (Canada)
🏢 Desjardins
📍 Canada