Become a pivotal Client Services Financial Agent at Desjardins, focusing on personalized financial support. Harness your expertise to improve client engagement through tailored financial solutions.As a Client Services Financial Agent, you will work directly with advisors at Desjardins, leveraging your three years of relevant experience. This role involves utilizing your knowledge to support members effectively, helping them choose financial products and services aligned with their needs.



Excellent communication and interpersonal skills will enable you to enhance overall client satisfaction.Key Responsibilities:Manage client requests and propose effective solutionsSupport colleagues with scheduling and communication tasksListen closely to clients and tailor recommendationsEducate members on tools for improved financial independenceParticipate in sales initiatives to drive business developmentRequirements:Completion of Attestation of Collegial StudiesThree years of qualified experience in financial servicesMutual fund representative certification requiredBilingual in French for effective service deliveryStrong focus on client needs and adaptability in approachApply your experience and knowledge to create impactful financial relationships at Desjardins!

📌 Desjardins Client Services Financial Agent (Stoneham-et-Tewkesbury)
🏢 Desjardins
📍 Stoneham-et-Tewkesbury