Become a Client Financial Services Agent with Desjardins, where you provide personalized support and solutions to members and clients. Leverage your relationship skills to enhance service quality and business development.
This full-time, in office role requires a minimum of three years of relevant experience. As a financial services agent, you will assist advisors, ensuring client needs are met through effective solutions. You'll play a vital part in facilitating services, maintaining strong client relationships, and generating business opportunities.
Key Responsibilities:
• Manage client requests with responsiveness
• Conduct research to provide tailored recommendations
• Support colleagues with scheduling and emails
• Identify needs and guide clients in using tools
• Engage in sales initiatives and seize business opportunities
Requirements:
• Attestation of Collegial Studies
• Minimum three years of relevant experience
• Mutual fund representative certificate
• French language proficiency
• Knowledge of financial documents in asset management
Maximize your financial expertise and client relations to drive satisfaction and success at Desjardins.
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📌 Financial Services Agent at Desjardins (Maniwaki)
🏢 Desjardins Group
📍 Maniwaki