At a Glance
- Tasks: Support advisors, manage client requests, and promote self-service tools in a hybrid role.
- Company: Join Desjardins Group, a leader in financial services with a strong community focus.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and client satisfaction.
- Why this job: Make a difference by helping clients navigate their financial journey and achieve their goals.
- Qualifications: Must have 3+ years experience, AMF mutual fund certificate, and French proficiency.
The predicted salary is between 47250 - 57750 $ per year.
Desjardins Group in Montreal is seeking a client financial services agent to support advisors and service delivery, handling requests and promoting self-service tools.
You will assist with calendar and email management, help clients select investments and banking tools, and contribute to sales development.
Candidates should have Attestation of Collegial Studies, 3+ years experience, AMF mutual fund representative certificate, and French proficiency; hybrid work option available.
#J-18808-Ljbffr
Client Financial Services Specialist – Hybrid in Montréal employer: Desjardins Group (old)
Desjardins Group is an exceptional employer that prioritizes employee growth and development, offering comprehensive training programs and mentorship opportunities tailored for personal finance advisors. With a strong commitment to community engagement and a collaborative work culture, employees enjoy a supportive environment that fosters innovation and meaningful relationships with clients. Located in Canada, Desjardins provides unique advantages such as a focus on work-life balance and a dedication to social responsibility, making it an ideal place for those seeking a rewarding career in finance.
