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 requestsResearch needs and recommend appropriate solutionsHelp colleagues manage agendas and emailsRecommend tools and channels suited to client independenceParticipate 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, 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