Client financial services expertise meets personalized member support at Desjardins in a hybrid setting. Use communication skills to deliver easy, rapid solutions.

As a Client Financial Services Agent, you support advisors while maintaining business relationships with members and clients. You address immediate needs involving investment, financing, and protection, following action plans, standards, and procedures. Your work combines customer service, tailored recommendations, routine offers, and business development support.

Key Responsibilities:

- Handle member and client requests promptly
- Research needs and recommend appropriate solutions
- Support colleagues with agendas and emails
- Recommend tools and channels based on client preferences
- Participate in sales development initiatives

Requirements:

- Attestation of Collegial Studies
- At least three years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French
- Action-oriented, collaborative, and customer-focused approach

Bring interpersonal savvy, effective communication, and financial services knowledge to support Desjardins members, clients, and advisors.

📌 Client Financial Services Advisor Support (Boisbriand)
🏢 Desjardins Group
📍 Boisbriand