Financial Services Advisor - Client Solutions & Growth

Desjardins; Longueuil; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telework equipment

Job summary

Desjardins is hiring a client financial services agent to support advisors and members, delivering personalized solutions in investment, financing, and protection. You’ll help manage client requests, assist colleagues with agendas and emails, and seize sales opportunities while ensuring service quality and compliance with Desjardins standards.

You must have Attestation of Collegial Studies, at least three years of relevant experience, and French language proficiency.

Job description

Desjardins is hiring a client financial services agent to support advisors and members, delivering personalized solutions in investment, financing, and protection. You’ll help manage client requests, assist colleagues with agendas and emails, and seize sales opportunities while ensuring service quality and compliance with Desjardins standards.

You must have Attestation of Collegial Studies, at least three years of relevant experience, and French language proficiency.