Job Description
Shape client experiences as a Financial Services Agent with Desjardins, specializing in personalized investment and financing solutions. Focus on meeting client needs and developing strong business relationships.
In this client-centric role, you will collaborate with advisors to provide expert support to Desjardins members. Your responsibilities include assisting clients with their financial decisions and ensuring high service quality. This role requires effective communication and a proactive approach to facilitating business development.
Key Responsibilities:
• Manage client inquiries and offer relevant solutions
• Organize and support advisor communications
• Ensure recommendations meet client expectations
• Promote service usage based on client preferences
• Participate in initiatives to boost sales performance
Requirements:
• Attestation of Collegial Studies essential
• A minimum of three years of relevant experience
• Certification as a mutual fun...
In this client-centric role, you will collaborate with advisors to provide expert support to Desjardins members. Your responsibilities include assisting clients with their financial decisions and ensuring high service quality. This role requires effective communication and a proactive approach to facilitating business development.
Key Responsibilities:
• Manage client inquiries and offer relevant solutions
• Organize and support advisor communications
• Ensure recommendations meet client expectations
• Promote service usage based on client preferences
• Participate in initiatives to boost sales performance
Requirements:
• Attestation of Collegial Studies essential
• A minimum of three years of relevant experience
• Certification as a mutual fun...
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