Apply interpersonal savvy and communication skills as a Client Financial Services Agent supporting advisors and serving members and clients. This hybrid prospect emphasizes personalized financial service.
At Desjardins, you will provide support for investment, financing, and protection needs. You will maintain business relationships, support service quality, and contribute to business development. The position requires customer focus, effective communication, and situational adaptability.
Key Responsibilities: Handle client requests, research needs, and recommend appropriate solutions
Support colleagues by managing agendas and emails
Recommend solutions meeting member and client expectations




Help clients choose tools and channels matching desired independence
Participate in sales development initiatives and pursue business opportunities
Requirements: Attestation of Collegial Studies
Minimum three years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French required
Other qualification and experience combinations may be considered
Bring customer focus, communication, and financial services experience to Desjardins while supporting members, clients, and advisors.

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📌 Client Financial Services Agent (Quebec City)
🏢 Relevance
📍 Quebec City