Enhance client relations as a Client Financial Services Agent at Desjardins. Engage with members to deliver personalized investment and financing solutions that drive satisfaction and meet organizational standards. This role emphasizes interpersonal skills and a solution-oriented approach while assisting clients.

You will support advisors, manage client requests, and recommend tailored financial tools. With a focus on customer service, your responsibilities include business development and maintaining robust business relationships with members. Key Responsibilities:
Handle client requests efficiently and provide recommended solutions
Support colleagues in managing agendas and emails
Address member and client needs, suggesting appropriate tools
Identify business prospects and drive sales development initiatives
Facilitate member engagement and service quality Requirements:
Minimum of three years relevant experience
Attestation of Collegial Studies required
Mutual fund representative certificate needed
French language proficiency mandatory
Adaptable availability Monday to Friday, including evenings Bring your skills in client services, effective communication, and adaptability to Desjardins.

📌 Client Financial Services Agent At Desjardins Saint Boniface
🏢 Desjardins
📍 Saint Boniface