Support personalized investment, financing, and protection solutions as a Client Financial Services Agent serving members and clients. Use communication skills to maintain service quality.

Work closely with advisors to deliver services, support business relationships, and address immediate member and client needs. This role requires interpersonal savvy, customer service, financial document understanding, and knowledge of Desjardins products. You will tailor recommendations to client needs, support sales development, and follow organizational standards and procedures.

Key Responsibilities

- Handle client requests, research needs, and recommend appropriate solutions
- Help colleagues manage agendas and emails
- Recommend tools and channels matching client independence preferences




- Create offers for routine transactions and support product sales
- Participate in business development and sales initiatives

Requirements:
- Attestation of Collegial Studies
- Minimum three years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French and financial asset management documents
- Knowledge of products, procedures, compliance, and financial services systems

Apply financial services expertise, effective communication, and customer focus to support Desjardins members, clients, and advisors.

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