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.

📌 Client Financial Advisor Support Specialist (Levis)
🏢 Desjardins
📍 Levis