Deliver personalized financial support onsite as a Client Financial Services Agent, using communication skills and solutions-focused client service.

At Desjardins, you work closely with advisors to support members and clients. You help maintain business relationships through investment, financing, and protection solutions. Your work includes handling requests, researching needs, and recommending appropriate options aligned with action plans and organizational standards.

Key Responsibilities:

- Handle client requests and research appropriate solutions
- Support advisors with agendas and email management
- Recommend solutions meeting member and client expectations
- Help clients choose tools and channels matching independence 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
- French language knowledge
- Other qualification and experience combinations may be considered

Use interpersonal savvy, customer focus, and financial services knowledge to support Desjardins members and clients onsite.

📌 Client Financial Services Agent (Laval)
🏢 Relevance
📍 Laval