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 robust 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.

📌 Financial Services Agent At Desjardins Maniwaki
🏢 Desjardins Group
📍 Maniwaki