Support Desjardins members and clients through personalized financial service, using communication skills to address investment, financing, and protection needs. This hybrid chance 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.

📌 Client Financial Services Agent (Rouyn-Noranda)
🏢 Desjardins
📍 Rouyn-Noranda