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.

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