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 solid 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.
J-18808-Ljbffr

📌 Financial Services Agent At Desjardins Quebec City
🏢 Desjardins Group
📍 Quebec City