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 prospects 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. #J-18808-Ljbffr

📌 Client Financial Services Agent Hybrid Quebec City
🏢 Relevance
📍 Quebec City