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.

📌 Desjardins Member Services Advisor (Canada)
🏢 Desjardins
📍 Canada