Enhance client satisfaction at Desjardins as a Client Financial Services Specialist in a hybrid role. Deliver personalized support and quick solutions to meet client financial needs effectively.

As a vital member of the team, you will work directly with advisors, ensuring high levels of service for our members and clients. With a focus on investment, financing, and protection, this role allows you to demonstrate your interpersonal skills while providing significant business development support. Participate in sales initiatives and help clients maximize their use of financial tools.

Key Responsibilities:
• Manage client requests and develop tailored solutions
• Conduct research to recommend appropriate financial strategies




• Assist colleagues with agenda and email management
• Identify opportunities and drive business development
• Guide clients in utilizing financial tools effectively

Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Knowledge of financial products and services
• Mutual fund representative certificate is essential
• Fluency in French is a must

Leverage your financial expertise to build lasting relationships with clients and advisors at Desjardins.
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📌 Client Financial Services Specialist (Quebec City)
🏢 Desjardins Group
📍 Quebec City