Support Desjardins members and clients through personalized financial services, using communication skills and practical solutions. Work closely with advisors to maintain strong business relationships.
As a client financial services agent, you support advisors and respond to immediate needs involving investment, financing, and protection. You provide customer service, tailor recommendations, and support business development. The work includes routine transaction offers, product sales, and guidance on tools and channels.
Key Responsibilities:
- Handle client requests, research needs, and recommend appropriate solutions
- Help colleagues manage agendas and emails
- Recommend solutions aligned with member and client expectations
- Guide clients toward suitable tools and service channels
- Participate in sales development initiatives and business opportunities
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
- Understanding of financial documents used in asset management
Apply financial services knowledge, interpersonal savvy, and communication skills while supporting Desjardins members, clients, and advisors.
Client Financial Services Agent in Québec 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.
