Onsite Financial Services Advisor — Client Solutions

Desjardins Group; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services organization in Montreal is seeking a Financial Services Agent to support advisors and provide personalized service to members and clients. This full-time role involves handling client requests, managing tools and resources, and participating in sales development initiatives. The ideal candidate has relevant experience, a college diploma, and knowledge of French. A competitive compensation package including a bonus and benefits is 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 French is required.

Responsibilities

• Handle client requests and recommend appropriate solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to the needs of members and clients.
• Help members and clients choose their tools and channels.
• Seize business opportunities and participate in sales development.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

College diploma in a related field

Mutual fund representative certificate

Job description

A financial services organization in Montreal is seeking a Financial Services Agent to support advisors and provide personalized service to members and clients. This full-time role involves handling client requests, managing tools and resources, and participating in sales development initiatives. The ideal candidate has relevant experience, a college diploma, and knowledge of French. A competitive compensation package including a bonus and benefits is offered.