Elevate member satisfaction with Desjardins as a Client Financial Advisor Support Specialist. Utilize your interpersonal skills to provide tailored financial solutions and excellent customer service.

As a key team member at Desjardins, you'll collaborate closely with advisors while managing client requests swiftly and effectively. This role demands at least three years of relevant experience along with a mutual fund representative certificate. You are expected to keenly assess needs and identify rapid solutions, ensuring that members and clients receive personalized guidance.

Key Responsibilities:
• Handle client requests and recommend appropriate solutions
• Assist colleagues with their agendas and emails




• Identify member needs and suggest tailored solutions
• Guide clients in maximizing tools and channels
• Participate actively in sales development initiatives

Requirements:
• Minimum three years of relevant experience
• Mutual fund representative certificate required
• Knowledge of French is essential
• Valid driver’s license and access to a vehicle
• Robust communication and customer-focused skills

Bring your financial expertise and dedication to service excellence at Desjardins.
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📌 Client Financial Advisor Support Specialist (Quebec City)
🏢 Desjardins
📍 Quebec City