Apply interpersonal savvy and communication skills as a Client Financial Services Agent supporting advisors and serving members and clients. This hybrid prospect emphasizes personalized financial service.At Desjardins, you will provide support for investment, financing, and protection needs. You will maintain business relationships, support service quality, and contribute to business development. The position requires customer focus, effective communication, and situational adaptability.Key Responsibilities:Handle client requests, research needs, and recommend appropriate solutionsSupport colleagues by managing agendas and emailsRecommend solutions meeting member and client expectationsHelp clients choose tools and channels matching desired independenceParticipate in sales development initiatives and pursue business opportunitiesRequirements:Attestation of Collegial StudiesMinimum three years of relevant experienceMutual fund representative certificate from Autorité des marchés financiersKnowledge of French requiredOther qualification and experience combinations may be consideredBring customer focus, communication, and financial services experience to Desjardins while supporting members, clients, and advisors.

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