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.