Desjardins Client Support Financial Agent, Saint-Félix-de-Valois

Become a Client Support Financial Agent with Desjardins, focusing on delivering exceptional service while addressing immediate member and client needs. This role highlights effective communication and strategic sales growth.

At Desjardins, you will provide personalized financial support, helping clients navigate investments, financing, and protection strategies. With a minimum of three years of experience, you will offer actionable solutions that exceed client expectations. Engage in business development and leverage your skills to enhance overall client satisfaction.

Key Responsibilities:• Address and manage various client inquiries • Support colleagues by organizing schedules and emails • Tailor solutions to meet individual client needs • Assist clients with financial tools based on preferences • Participate in initiatives to boost sales growth

Requirements:• Three or more years of relevant financial service experience • Attestation of Collegial Studies needed • Understanding of financial documents and products • Mutual fund representative certificate required • Must be fluent in French

Utilize your expertise in financial services to enhance member support and satisfaction at Desjardins. #J-18808-Ljbffr