Elevate member service as a Client Financial Services Associate at Desjardins. Deliver solutions, support advisors, and enhance client satisfaction with personalized financial services. In this role, you will work closely with advisors to provide tailored support to members and clients.

Essential skills include interpersonal communication and an understanding of investment and financing solutions. You'll take action on client requests, help manage advisor schedules, and actively participate in business development initiatives to meet organizational standards and procedures. Key Responsibilities:

- Handle client requests and recommend appropriate solutions
- Assist colleagues with agenda and email management




- Address member/client needs with tailored solutions
- Guide clients in using tools based on their preferences
- Participate in sales development initiatives and seize opportunities

Requirements:

- Attestation of Collegial Studies required
- Minimum of three years in a relevant field
- Mutual fund representative certificate required
- Knowledge of French is necessary
- Solid understanding of financial documents and compliance

Become a key resource at Desjardins by using your financial expertise to improve member experiences.

📌 Client Financial Services Associate (Plessisville)
🏢 Relevance
📍 Plessisville