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