Join Desjardins as a Client Financial Services Specialist, where you'll provide personalized support to clients and advisors. Your skills will drive business relationships and enhance customer satisfaction.

In this role, you will work closely with advisors to address immediate client needs and deliver tailored financial solutions in investment, financing, and protection. With at least three years of relevant experience and solid interpersonal skills, you'll contribute to service quality and maintain high standards. This position fosters significant business development, requiring you to recognize opportunities and recommend services effectively.

Key Responsibilities:
• Handle client requests with research and recommendations




• Assist colleagues by managing agendas and communications
• Provide tailored solutions based on client needs
• Support clients in utilizing financial tools and channels
• Participate in sales development initiatives

Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Mutual fund representative certificate needed
• Knowledge of financial documents and compliance
• Fluency in French mandatory

Utilize your financial knowledge and customer focus to support Desjardins clients effectively.
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📌 Client Financial Services Specialist (Quebec City)
🏢 Desjardins
📍 Quebec City