Empower clients with financial solutions as a Client Financial Services Agent at Desjardins. This role emphasizes personalized support and effective communication to enhance client satisfaction.
In this client-centered position, you will leverage your interpersonal skills to assist advisors in delivering financial services. You will handle client requests, recommend suitable solutions, and provide significant support for business development initiatives. Your ability to tailor communication based on client needs will greatly enhance their experience with Desjardins.
Key Responsibilities:
• Handle various client requests efficiently
• Recommend tailored financial solutions for members
• Assist colleagues by managing agendas and emails
• Support business development and sales initiatives
• Guide members in utilizing financial tools effectively
Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Mutual fund representative certificate needed
• French language proficiency is required
• Robust knowledge of Desjardins products and services
Bring your customer focus and effective communication skills to Desjardins and help members achieve their financial goals.
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