Become a Client Financial Services Agent with Desjardins, where you provide personalized support and solutions to members and clients. Leverage your relationship skills to enhance service quality and business development. This full-time, in office role requires a minimum of three years of relevant experience. As a financial services agent, you will assist advisors, ensuring client needs are met through effective solutions. You'll play a vital part in facilitating services, maintaining strong client relationships, and generating business opportunities. Key Responsibilities:

- Manage client requests with responsiveness
- Conduct research to provide tailored recommendations
- Support colleagues with scheduling and emails
- Identify needs and guide clients in using tools
- Engage in sales initiatives and seize business opportunities

Requirements:

- Attestation of Collegial Studies
- Minimum three years of relevant experience
- Mutual fund representative certificate
- French language proficiency
- Knowledge of financial documents in asset management

Maximize your financial expertise and client relations to drive satisfaction and success at Desjardins. #J-18808-Ljbffr

📌 Financial Services Agent at Desjardins (Canada)
🏢 Desjardins Group
📍 Canada