Serve Desjardins members and clients full time on site through personalized financial support, effective communication, and practical solutions.
As a Client Financial Services Agent, you work closely with advisors to support services and business relationships. You address immediate needs involving investment, financing, and protection. Your customer-focused approach supports satisfaction, service quality, and business development while following organizational standards and procedures.
Key Responsibilities: Handle member and client requests
Research needs and recommend appropriate solutions
Support colleagues with agendas and emails
Recommend tools and channels matching client independence preferences
Participate in sales development initiatives
Requirements: Attestation of Collegial Studies
At least three years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French
Effective communication and customer focus
Bring interpersonal savvy, financial services knowledge, and adaptable customer support to Desjardins members and clients on site.