Personalized Client Financial Services Agent

Join Desjardins as a Client Financial Services Agent to deliver tailored advice and support for members and clients. Utilize strong communication skills to enhance client satisfaction with every interaction.

This position requires a minimum of three years of relevant experience and an Attestation of Collegial Studies. You will assist advisors by managing client requests, providing solutions for investment and financing needs, and handling routine transactions. Your interpersonal savvy will be pivotal in building relationships and meeting member expectations.

Key Responsibilities:
• Handle client requests and recommend appropriate solutions
• Support colleagues in agenda and email management
• Tailor solutions based on member and client needs
• Assist clients in maximizing their tools and channels
• Participate in business opportunities and sales initiatives

Requirements:
• Minimum three years of relevant experie...