Personal Financial Services Agent

Location: Beloeil

Join Desjardins as a Personal Financial Services Agent to deliver tailored financial solutions to clients. Leverage your expertise in investments and customer service to provide exceptional support.

As a key player in the financial services team, you will assist advisors and engage directly with members and clients, enhancing their experience through personalized interactions.

Your role involves understanding client needs, recommending solutions, and navigating financial documentations. Additionally, you will participate in sales initiatives that capitalize on available business opportunities while ensuring compliance with industry standards.

Key Responsibilities:

• Address client inquiries and perform task research

• Guide colleagues with administrative support

• Identify and recommend tailored financial solutions

• Assist clients in maximizing their financial tools

• Engage in sales support and business development

Requirements:

• Attestation of Collegial Studies required

• Three years of relevant financial experience

• Knowledge of financial products and services

• Valid mutual fund representative certificate

• French proficiency is a must

Utilize your communication skills to provide exemplary service at Desjardins.
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