Hybrid Client Financial Solutions Specialist

Desjardins Group; Lévis; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services organization in Lévis, Quebec is seeking a motivated client financial services agent to provide personalized support to members and clients. You will handle client requests, assist in sales development, and ensure satisfaction through effective communication. Candidates should have a minimum of three years of experience and knowledge of financial documents, with fluency in French required. This role offers a competitive salary and benefits including a pension plan and flexible vacation.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of three years of relevant experience.
• Knowledge of French is required.
• Mutual fund representative certificate – Autorité des marchés financiers.

Responsibilities

• Handle client requests and recommend appropriate solutions.
• Help colleagues manage their agendas and emails.
• Seize business opportunities and participate in sales development initiatives.

Skills

Interpersonal savvy

Customer focus

Communication skills

Action oriented

Nimble learning

Education

Attestation of Collegial Studies

Job description

A leading financial services organization in Lévis, Quebec is seeking a motivated client financial services agent to provide personalized support to members and clients. You will handle client requests, assist in sales development, and ensure satisfaction through effective communication. Candidates should have a minimum of three years of experience and knowledge of financial documents, with fluency in French required. This role offers a competitive salary and benefits including a pension plan and flexible vacation.