Support Desjardins members and clients through personalized financial service, using communication skills to address investment, financing, and protection needs. This hybrid prospect requires French.
As a Client Financial Services Agent, you work closely with advisors to deliver services and maintain business relationships. You provide rapid solutions aligned with action plans, organizational standards, and procedures. Your support includes routine transactions, product and service sales, and business development initiatives tailored to client needs.
Key Responsibilities: Handle member and client requests promptly
Research needs and recommend appropriate solutions
Support colleagues with agendas and emails
Recommend tools and channels matching client preferences
Participate in sales development initiatives
Requirements: Attestation of Collegial Studies
Minimum 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, customer service, and financial solutions expertise to Desjardins member and client support.

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📌 Client Financial Services Agent (Quebec City)
🏢 Desjardins
📍 Quebec City