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 promptlyResearch needs and recommend appropriate solutionsSupport colleagues with agendas and emailsRecommend tools and channels matching client preferencesParticipate in sales development initiativesRequirements:Attestation of Collegial StudiesMinimum three years of relevant experienceMutual fund representative certificate from Autorité des marchés financiersKnowledge of FrenchEffective communication and customer focusBring interpersonal savvy, customer service, and financial solutions expertise to Desjardins member and client support.

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