Support Desjardins members and clients full time on site through personalized financial service, client requests, and tailored solutions. Use communication skills to strengthen service quality.

As a Client Financial Services Agent, you work closely with advisors to support members and clients. You help deliver investment, financing, and protection services while maintaining business relationships. You also provide business development support through routine offers, product sales, and needs-based recommendations.

Key Responsibilities:

- Handle member and client requests
- Research needs and recommend appropriate solutions
- Help colleagues manage agendas and emails
- Recommend tools and channels suited to client independence
- 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, financial services knowledge, and customer focus to Desjardins member and client support.

📌 Client Financial Services Agent (Laval)
🏢 Caisse Desjardins des Grands boulevards de Laval
📍 Laval