Accounting & Finance

Client Financial Services Specialist — Hybrid (Montreal)

Desjardins Group

Montreal (Administrative Region) · Qc · Canada

Desjardins Group in Montreal is seeking a client financial services agent to support advisors and service delivery, handling requests and promoting self-service tools. You will assist with calendar and email management, help clients select investments and banking tools, and contribute to sales development.

Candidates should have Attestation of Collegial Studies, 3+ years experience, AMF mutual fund representative certificate, and French proficiency; hybrid work option available.

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Reference: WJ-3875_12956568

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