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. #J-18808-Ljbffr

📌 Client Financial Services Agent (Gaspé)
🏢 Desjardins
📍 Gaspé