Step into a rewarding Client Financial Services Agent role at Desjardins. This full time, on-site position emphasizes providing exceptional support to members and enhancing financial service delivery.In this key role, you will work alongside advisors to meet client needs efficiently and effectively. Your interpersonal savvy will be crucial in creating strong client relationships while addressing their financial demands. You will also participate in sales development initiatives and contribute to the overall business growth strategy.Key Responsibilities:Manage client requests while recommending suitable solutionsAssist within your team to optimize time managementListen actively to client needs and provide tailored adviceOptimize clients' use of financial tools and servicesDrive business opportunities through sales development effortsRequirements:Attestation of Collegial Studies requiredAt least three years in a relevant financial roleMutual fund representative certificate necessaryProficiency in French is requiredAvailability for travel to service locationsLeverage your customer service and financial skills in a fulfilling role with Desjardins to assist clients effectively.

📌 Client-Focused Financial Services Role (L'Île-Perrot)
🏢 Desjardins
📍 L'Île-Perrot