Financial services Agent, Clientele
HybridRouyn-Noranda, Quebec, Canada
Job Summary
Financial services Agent at Desjardins in Rouyn-Noranda, Canada, provides client-focused support to members and clients, handles client requests, performs tasks and research to recommend appropriate investment, financing and protection solutions, assists advisers with agenda and communications, helps clients choose and get the most of their tools and channels, seizes business opportunities and participates in sales development, and contributes to service quality and customer satisfaction while supporting a broad range of financial products and services; bilingual French proficiency and alignment with Desjardins’ equity and inclusion principles are required.
Required Qualifications
- Attestation of Collegial Studies
- Minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
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