Client Financial Services Agent

Support Desjardins members and clients through personalized financial services using communication skills and practical solutions. This hybrid opportunity serves the Montérégie region.

As a client financial services agent, you work closely with advisors to maintain relationships and deliver quality service. You address needs involving investment, financing, and protection. Your work includes routine offers, product sales, and tailored guidance based on current strategies and client expectations.

Key Responsibilities:

• Handle client requests, research needs, and recommend appropriate solutions
• Support advisors by managing agendas and emails
• Recommend solutions aligned with member and client expectations
• Guide tool and channel selection based on desired independence
• Participate in sales development initiatives and business opportunities

Requirements:

• Attestation of Collegial Studies
• At least three years of relevant experience
• Knowledge of French
• Availability for travel throughout the Montérégie region
• Valid driver's licence

Apply your interpersonal savvy, communication, and situational adaptability to deliver Desjardins member and client service.