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 robust 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 solutionsAssist team's agenda coordination and email managementRecommend strategies based on member needsEducate clients on utilizing financial toolsEngage in sales development effortsRequirements:Attestation of Collegial StudiesMinimum three years of relevant experienceProficient in French and financial documentationMutual fund representative certification requiredKnowledge of Desjardins' systems and proceduresYour customer-focused approach will foster strong relationships and drive success at Desjardins.

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