Enhance your career with Desjardins as an Expert Client Financial Services Agent. Play a vital role in providing individualized financial support, ensuring client satisfaction through effective solutions.In this dynamic hybrid role, you will be instrumental in assisting both members and advisors. You will handle client requests, propose tailored recommendations, and contribute to business growth initiatives. Your solid interpersonal skills will help foster lasting relationships with clients while adhering to Desjardins' service standards.Key Responsibilities:Address client requests with speed and accuracyPerform necessary research to suggest relevant solutionsAid colleagues in managing communications and schedulesProvide recommendations based on clients' technological preferencesDrive participation in sales initiatives and business developmentRequirements:Attestation of Collegial Studies is essentialMinimum of three years in a relevant roleKnowledge of French required for communicationMutual fund representative certificate necessaryUnderstanding of financial documents and compliance regulationsUtilize your skills at Desjardins to enhance service delivery and client engagement.

📌 Expert Client Financial Services Agent (Terrebonne)
🏢 Desjardins Group
📍 Terrebonne