Serve Desjardins members and clients with tailored recommendations, solid interpersonal savvy, and effective communication. Support advisors while delivering quality financial services.
This client financial services position focuses on personalized assistance across investment, financing, and protection needs. You help members choose tools and channels suited to their desired independence and automation. You also create routine transaction offers, support product sales, and contribute to business development.
Key Responsibilities: Provide personalized support to members and clients
Help advisors deliver services and maintain relationships
Tailor approaches to member and client needs
Create offers for routine financial transactions
Support sales development based on current strategies
Requirements: Attestation of Collegial Studies
At least three years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French
Knowledge of financial products and services for caisse members
Bring customer service, solution recommendations, and financial services expertise to Desjardins member and client relationships.

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📌 Desjardins Member Services Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City