Client Financial Services Specialist

Desjardins; Saint-Tite-des-Caps; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting…

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness…

Benefits apply based on eligibility.

Job summary

Desjardins is seeking a client financial services agent who collaborates with advisors to provide personalized support to members and clients, delivering quick, simple solutions in investments, financing and protection in line with the action plan.

You will handle client requests, help colleagues manage calendars and emails, identify business opportunities, and assist members in choosing the right tools and channels to suit their independence and automation preferences.

Qualifications

• Communicates effectively with members and clients.
• Adapts to varying client needs and contexts.
• Collaborates with colleagues to provide timely support.

Responsibilities

• Handle client requests, perform tasks and research, and recommend solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to members and clients’ needs and propose fit-for-purpose solutions.
• Assist members and clients in choosing the right tools and channels based on independence and automation preferences.
• Seize business opportunities and participate in sales development initiatives.

Skills

Clear communication

Interpersonal savvy

Situational adaptability

Education

Attestation of Collegial Studies

Job description

Desjardins is seeking a client financial services agent who collaborates with advisors to provide personalized support to members and clients, delivering quick, simple solutions in investments, financing and protection in line with the action plan.

You will handle client requests, help colleagues manage calendars and emails, identify business opportunities, and assist members in choosing the right tools and channels to suit their independence and automation preferences.