Expert Client Financial Services Agent

Location: Terrebonne

Enhance your career with Desjardins as an Expert Client Financial Services Agent. Play a vital role in providing individualized financial support, ensuring client satisfaction through effective solutions.

In this dynamic hybrid role, you will be instrumental in assisting both members and advisors. You will handle client requests, propose tailored recommendations, and contribute to business growth initiatives. Your strong interpersonal skills will help foster lasting relationships with clients while adhering to Desjardins’ service standards.

Key Responsibilities:

• Address client requests with speed and accuracy

• Perform necessary research to suggest relevant solutions

• Aid colleagues in managing communications and schedules

• Provide recommendations based on clients’ technological preferences

• Drive participation in sales initiatives and business development

Requirements:

• Attestation of Collegial Studies is essential

• Minimum of three years in a relevant role

• Knowledge of French required for communication

• Mutual fund representative certificate necessary

• Understanding of financial documents and compliance regulations

Utilize your skills at Desjardins to enhance service delivery and client engagement.