Client Financial Services Agent

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.