Explore opportunities as a Client Financial Services Agent in the Montreal area at Desjardins. Support financial advisors and enhance client experiences through efficient service delivery and cutting-edge solutions.

This role focuses on assisting advisors by managing client requests and ensuring effective communication. You'll utilize various tools to promote self-service and automation while contributing to sales development initiatives. Ideal candidates will bring solid problem-solving skills and a customer-focused approach.

Key Responsibilities
Handle client requests efficiently with thorough research
Assist in managing agendas and client communications
Promote self-service tools for enhanced customer experience
Identify and seize business prospects in sales
Participate in sales development through strategic initiatives

Requirements:
Attestation of Collegial Studies required
Minimum three years of relevant experience
Mutual fund representative certificate needed
Knowledge of French is mandatory
Other qualifications may be considered

Bring your expertise in customer service and financial solutions to Desjardins in Montreal.

📌 Client Financial Services Agent Montreal
🏢 Desjardins
📍 Montreal