Client Finance & Relationship Advisor

Desjardins; Mascouche; À distance; CAD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Annual bonus

4 weeks flexible vacation

Group insurance including telemedicine

Telework equipment

Résumé du poste

Desjardins is seeking a client financial services agent to support advisors and provide personalized service to members and clients in Canada. You will help clients with investments, financing and protection, building strong relationships and ensuring service quality in line with Desjardins’ standards.

You will handle requests, support colleagues, and identify opportunities to improve client outcomes while aligning with current strategies and practices.

Qualifications

• Attestation of Collegial Studies is required.
• Mutual fund representative certificate is required.
• Knowledge of French is required.

Responsabilités

• Handle client requests, perform tasks and research, and recommend solutions.
• Assist colleagues with agenda and emails.
• Assist members and clients in using tools and channels to meet their needs and preferences.
• Seize business opportunities and participate in sales development initiatives.

Connaissances

Action oriented

Communicates effectively

Customer focus

Interpersonal savvy

Nimble learning

Situational adaptability

Formation

Attestation of Collegial Studies

Mutual fund representative certificate - Autorité des marchés financiers

Description du poste

Desjardins is seeking a client financial services agent to support advisors and provide personalized service to members and clients in Canada. You will help clients with investments, financing and protection, building strong relationships and ensuring service quality in line with Desjardins’ standards.

You will handle requests, support colleagues, and identify opportunities to improve client outcomes while aligning with current strategies and practices.