Enhance client relations as a Client Financial Services Agent at Desjardins. Engage with members to deliver personalized investment and financing solutions that drive satisfaction and meet organizational standards.

This role emphasizes interpersonal skills and a solution-oriented approach while assisting clients. You will support advisors, manage client requests, and recommend tailored financial tools. With a focus on customer service, your responsibilities include business development and maintaining solid business relationships with members.

Key Responsibilities

- Handle client requests efficiently and provide recommended solutions
- Support colleagues in managing agendas and emails
- Address member and client needs, suggesting appropriate tools
- Identify business opportunities and drive sales development initiatives
- Facilitate member engagement and service quality

Requirements:
- Minimum of three years relevant experience
- Attestation of Collegial Studies required
- Mutual fund representative certificate needed
- French language proficiency mandatory
- Flexible availability Monday to Friday, including evenings

Bring your skills in client services, effective communication, and adaptability to Desjardins.

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