Job Description
Join Desjardins as a Personal Financial Services Agent to deliver tailored financial solutions to clients. Leverage your expertise in investments and customer service to provide exceptional support.
As a key player in the financial services team, you will assist advisors and engage directly with members and clients, enhancing their experience through personalized interactions. Your role involves understanding client needs, recommending solutions, and navigating financial documentations. Additionally, you will participate in sales initiatives that capitalize on available business opportunities while ensuring compliance with industry standards.
Key Responsibilities:
• Address client inquiries and perform task research
• Guide colleagues with administrative support
• Identify and recommend tailored financial solutions
• Assist clients in maximizing their financial tools
• Engage in sales support and business development
Requirements:
• Attestation of Collegial S...
As a key player in the financial services team, you will assist advisors and engage directly with members and clients, enhancing their experience through personalized interactions. Your role involves understanding client needs, recommending solutions, and navigating financial documentations. Additionally, you will participate in sales initiatives that capitalize on available business opportunities while ensuring compliance with industry standards.
Key Responsibilities:
• Address client inquiries and perform task research
• Guide colleagues with administrative support
• Identify and recommend tailored financial solutions
• Assist clients in maximizing their financial tools
• Engage in sales support and business development
Requirements:
• Attestation of Collegial S...
Ready to Apply?
Take the next step in your AI career. Submit your application to Desjardins today.
Submit Application