Client Financial Services Agent

Apply interpersonal savvy and communication skills as a Client Financial Services Agent supporting advisors and serving members and clients. This hybrid opportunity emphasizes personalized financial service.

At Desjardins, you will provide support for investment, financing, and protection needs. You will maintain business relationships, support service quality, and contribute to business development. The position requires customer focus, effective communication, and situational adaptability.

Key Responsibilities:

• Handle client requests, research needs, and recommend appropriate solutions
• Support colleagues by managing agendas and emails
• Recommend solutions meeting member and client expectations
• Help clients choose tools and channels matching desired independence
• Participate in sales development initiatives and pursue 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 required
• Other qualification and experience combinations may be considered

Bring customer focus, communication, and financial services experience to Desjardins while supporting members, clients, and advisors.