Support members and clients through personalized financial services while applying communication skills and practical solutions across investment, financing, and protection needs.
As a Client Financial Services Agent at Desjardins, you work closely with advisors and support business relationships. You respond to requests, research needs, recommend suitable solutions, and assist with routine transactions. Your work also supports service quality, customer satisfaction, and business development initiatives.
Key Responsibilities:
- Handle client requests and recommend appropriate financial solutions
- Support advisors with services and business relationships
- Help colleagues manage agendas and emails
- Guide members through tools and service channels
- Participate in sales development initiatives
Requirements:
- Attestation of Collegial Studies
- Minimum three years of relevant experience
- Knowledge of French is required
- Valid driver's licence
- Availability to travel throughout Montérégie, up to 60 kilometres
Bring interpersonal savvy, effective communication, and financial services support skills to Desjardins members and clients.
Client Financial Services Agent in Brossard employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
