Support Desjardins members and clients through personalized financial services, using communication skills and tailored solutions for investment, financing, and protection needs.
As a Client Financial Services Agent, you work closely with advisors to maintain business relationships and deliver services. You handle requests, research needs, recommend solutions, and provide customer service. Your work supports sales development while following organizational standards and procedures.
Key Responsibilities: Handle member and client requests
Research needs and recommend appropriate solutions
Support advisors with agendas and emails
Create offers for routine transactions
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 is required
Effective communication and customer focus
Apply your interpersonal savvy, financial services knowledge, and customer focus to support Desjardins members and clients effectively.

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📌 Client Financial Services Representative (Manitoba)
🏢 Caisse Desjardins du Centre-de-la-Mauricie
📍 Manitoba