Client Financial Services Agent

Location: Brossard

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.