Drive member satisfaction in your role as a Client Financial Services Agent at Desjardins. Provide tailored solutions in investment, financing, and protection to enhance client services and business relationships.

In this hybrid position, you'll leverage your experience to work closely with advisors, offering personalized support to clients and members. Your interpersonal skills will be key as you recommend solutions to meet the evolving needs of clients. This role is essential for business development while ensuring service quality, all aligned with organizational standards.

Key Responsibilities:
• Handle client inquiries and recommend suitable solutions
• Assist colleagues with agenda management and emails
• Tailor solutions to fit client and member needs




• Promote tools and channels based on client autonomy
• Participate in sales initiatives and seize business opportunities

Requirements:
• Minimum three years of relevant experience
• Attestation of Collegial Studies required
• Mutual fund representative certificate designate
• Solid knowledge of financial services and compliance
• Bilingual in French and English required

Bring your client-focused approach to Desjardins and help elevate member experiences through effective financial solutions.
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📌 Financial Services Agent at Desjardins (Quebec City)
🏢 Desjardins Technology Group
📍 Quebec City