Support member and client financial needs at Desjardins as a Client Financial Services Agent. Deliver personalized assistance and develop relationships through effective communication and service.

As a Client Financial Services Agent at Desjardins, you will collaborate with advisors to enhance client satisfaction. This hybrid role focuses on addressing immediate financial needs through tailored solutions in investment, financing, and protection. You will be instrumental in driving business development by responding to client requests and providing excellent customer service.

Key Responsibilities:
• Handle client requests and recommend effective solutions
• Assist colleagues with agenda and email management
• Assess member needs and recommend appropriate tools




• Identify business opportunities to boost sales development
• Create offers for routine client transactions

Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Mutual fund representative certificate preferred
• Knowledge of French is essential
• Robust interpersonal and communication skills

Bring your expertise in client service and financial solutions to Desjardins, enhancing member experiences and driving satisfaction.
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📌 Client Financial Services Agent Hybrid (Quebec City)
🏢 Relevance
📍 Quebec City