Onsite Financial Services Specialist (12-Month Temp)

Desjardins Group; Baie-Comeau; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial services organization in Côte-Nord, Baie-Comeau, is seeking a Client Financial Services Agent for a temporary full-time role. You will be responsible for providing personalized support to clients and advisors, ensuring service quality and member satisfaction. Candidates must possess relevant experience, a mutual fund representative certificate, and fluency in French. Competitive salary and various benefits included.

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

• Minimum of three years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers is required.
• Understanding of financial documents in asset management.

Responsibilities

• Handle client requests and recommend appropriate solutions.
• Assist members and clients in choosing tools and channels.
• Participate in sales development initiatives.

Skills

Interpersonal savvy

Customer focus

Nimble learning

Action oriented

Education

Attestation of Collegial Studies

Job description

A leading financial services organization in Côte-Nord, Baie-Comeau, is seeking a Client Financial Services Agent for a temporary full-time role. You will be responsible for providing personalized support to clients and advisors, ensuring service quality and member satisfaction. Candidates must possess relevant experience, a mutual fund representative certificate, and fluency in French. Competitive salary and various benefits included.