Provide personalized financial support as a full-time, on-site Client Financial Services Agent with Desjardins. Use communication skills to serve members and clients.
Work closely with advisors to maintain business relationships and deliver services. Offer simple solutions across investment, financing, and protection based on client needs. Support customer satisfaction, service quality, routine transactions, product sales, and business development initiatives.
Key Responsibilities:
- Handle client requests, research needs, and recommend appropriate solutions
- Support advisors with agendas, emails, and business relationships
- Recommend solutions matching 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
- Other qualification and experience combinations may be considered
Apply your interpersonal savvy, customer focus, and financial services knowledge supporting Desjardins members, clients, and advisors.
Client Financial Services Agent employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
