Support Desjardins members and clients through personalized financial services, using communication skills and practical solutions. Work closely with advisors to maintain solid business relationships.
As a client financial services agent, you support advisors and respond to immediate needs involving investment, financing, and protection. You provide customer service, tailor recommendations, and support business development. The work includes routine transaction offers, product sales, and guidance on tools and channels.
Key Responsibilities: Handle client requests, research needs, and recommend appropriate solutions
Help colleagues manage agendas and emails
Recommend solutions aligned with member and client expectations




Guide clients toward suitable tools and service channels
Participate in sales development initiatives and 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 is required
Understanding of financial documents used in asset management
Apply financial services knowledge, interpersonal savvy, and communication skills while supporting Desjardins members, clients, and advisors.

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