Financial Services Agent at Desjardins

Location: Granby

Step into a full-time, temporary role as a Financial Services Agent at Desjardins, where fostering member relationships is key. Engage in sales support while ensuring high-quality documentation.

This 18-month position demands at least three years of relevant experience and a strong customer focus. You will work closely with account managers, assisting clients, handling inquiries, and facilitating transactions.

Your role is vital in prioritizing activities and following up with members to enhance client experiences.

Key Responsibilities:

• Manage documentation and client interactions post-appointments

• Direct clients in understanding and using financial products

• Schedule follow-up activities for the account managers

• Confirm and facilitate planned transactions as needed

• Deliver engaging presentations targeted towards clients

Requirements:

• Three years’ experience required in financial services

• Must be proficient in French language

• Capability to create financial statements and manage data

• Understanding of compliance within financial service distributions

• Familiarity with Desjardins processes and standards

Develop your financial expertise while building beneficial member relationships within this rewarding position.
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