Financial Services Agent

Position: Financial Services Agent at Desjardins
Location: Montreal West

Join Desjardins as a Financial Services Agent and provide dedicated support to clients. Use your interpersonal skills to deliver personalized financial solutions and drive customer satisfaction.

In this role, you will collaborate with advisors and clients, offering rapid solutions tailored to investment, financing, and protection needs. Your extensive experience will be vital in maintaining strong client relationships and developing business opportunities. You will be responsible for ensuring that all services meet organizational standards.

Key Responsibilities:

• Support clients in choosing optimal financial tools

• Handle client requests with prompt research and solutions

• Manage emails and schedules for advisor colleagues

• Participate in business development and sales initiatives

• Create tailored offers based on member/client strategies

Requirements:

• Attestation of Collegial Studies is required

• At least three years of relevant professional experience

• Proficiency in French is essential

• Demonstrated customer service excellence

• Ability to learn and adapt in varying situations

Leverage your skills to enhance client outcomes at Desjardins.
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