Several opportunities are currently available in the Montreal area.RequiredAs a client financial services agent, you support advisors in service delivery and the maintenance of business relationships by offering easy and fast solutions for investments, financing, and protection, all aligned with established strategies.More specifically, you will be required to:Handle requests from members and clients by taking the necessary steps and conducting the required research.Help with agenda and email management.Support members and clients with the selection and optimal use of various tools and alternate channels to promote self-service and automation.Seize business opportunities, and participate in sales development through various initiatives.What we offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable,



stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What You Bring To The TableAttestation of Collegial StudiesA minimum of three years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredAction oriented, Customer Focus, Differences, Nimble learningEquity, Diversity, Inclusion and AccessibilityAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job FamilyMember/client sales and service (FG)

📌 Financial Services Agent, Client Services (Montreal)
🏢 Desjardins
📍 Montreal