Onsite Financial Services Advisor – Client Solutions

Desjardins Group; Gaspé; On-site; CAD 50,000 - 70,000; Full time

Job summary

A major financial services organization located in Gaspé is looking for a full-time client financial services agent. In this role, you will work closely with advisors to provide personalized support, help clients with services tailored to their needs, and participate in business development initiatives. The ideal candidate will have a strong background in customer service, excellent communication skills, and must be fluent in French. Competitive salary and benefits package offered.

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 financial documents used in asset management.
• Understanding of the philosophy and fundamentals of financial services cooperatives.

Responsibilities

• Handle client requests and recommend appropriate solutions.
• Help colleagues manage their agendas and emails.
• Be attentive to the needs of members and recommend suitable solutions.

Skills

Communication skills

Interpersonal savvy

Customer focus

Nimble learning

Situational adaptability

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

A major financial services organization located in Gaspé is looking for a full-time client financial services agent. In this role, you will work closely with advisors to provide personalized support, help clients with services tailored to their needs, and participate in business development initiatives. The ideal candidate will have a strong background in customer service, excellent communication skills, and must be fluent in French. Competitive salary and benefits package offered.