Support members and clients through personalized financial services while applying communication skills and practical solutions across investment, financing, and protection needs.
As a Client Financial Services Agent at Desjardins, you work closely with advisors and support business relationships. You respond to requests, research needs, recommend suitable solutions, and assist with routine transactions. Your work also supports service quality, customer satisfaction, and business development initiatives.
Key Responsibilities: Handle client requests and recommend appropriate financial solutions
Support advisors with services and business relationships
Help colleagues manage agendas and emails
Guide members through tools and service channels
Participate in sales development initiatives
Requirements: Attestation of Collegial Studies
Minimum three years of relevant experience
Knowledge of French is required
Valid driver's licence
Availability to travel throughout Montérégie, up to 60 kilometres
Bring interpersonal savvy, effective communication, and financial services support skills to Desjardins members and clients.