Client Financial Solutions Advisor

Desjardins Group; Sherbrooke; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Defined pension plan

Group insurance

Telework equipment reimbursement

Job summary

Desjardins Group is hiring a client financial services agent in Sherbrooke, Canada. You will work closely with advisors to provide personalized support to members and clients, ensuring service quality and satisfaction while helping to grow business opportunities.

You will handle requests, perform research, and recommend solutions, while guiding members on tools and channels to fit their independence and automation preferences. The role emphasizes adherence to Desjardins standards and procedures.

Qualifications

• Attestation of Collegial Studies.
• At least three years of relevant experience.
• Mutual fund representative certificate.
• Knowledge of Desjardins products and networks.
• Understanding of financial documents used in asset management.
• Understanding of the Act respecting the distribution of financial products and services.
• Familiarity with Desjardins business processes and service standards.

Responsibilities

• Handle client requests.
• Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to the needs of members and clients and recommend solutions.
• Help members and clients choose and get the most of their tools and channels based on independence and automation.
• Seize business opportunities and participate in sales development initiatives.

Skills

Customer service

Financial knowledge

Communication skills

Sales development

Interpersonal savvy

Education

Attestation of Collegial Studies

Tools

Financial data systems

Job description

Desjardins Group is hiring a client financial services agent in Sherbrooke, Canada. You will work closely with advisors to provide personalized support to members and clients, ensuring service quality and satisfaction while helping to grow business opportunities.

You will handle requests, perform research, and recommend solutions, while guiding members on tools and channels to fit their independence and automation preferences. The role emphasizes adherence to Desjardins standards and procedures.