Personalized Client Financial Support Agent

Join Desjardins as a Client Financial Services Agent, where you provide personalized financial support. Help clients navigate investment and financing solutions while ensuring satisfaction.
As a critical link between members and advisors, you'll address immediate client needs and contribute to business development. Your role involves understanding complex financial documents and tools to recommend effective solutions tailored to each client’s situation. Your strong communication skills will enhance service quality while adhering to Desjardins' standards.
Key Responsibilities:
• Respond to client inquiries and perform appropriate research.
• Support colleagues by managing schedules and communications.
• Tailor solutions to meet client expectations and needs.
• Direct members in using financial tools and services.
• Engage in initiatives to develop sales opportunities.
Requirements:
• Attestation of Collegial Studies needed.
• At least three years of relevan...