Provide personalized financial support as a full-time, on-site Client Financial Services Agent with Desjardins. Use communication skills to serve members and clients.
Work closely with advisors to maintain business relationships and deliver services. Offer easy solutions across investment, financing, and protection based on client needs. Support customer satisfaction, service quality, routine transactions, product sales, and business development initiatives.
Key Responsibilities: Handle client requests, research needs, and recommend appropriate solutions
Support advisors with agendas, emails, and business relationships
Recommend solutions matching 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
Other qualification and experience combinations may be considered
Apply your interpersonal savvy, customer focus, and financial services knowledge supporting Desjardins members, clients, and advisors.

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