Financial services Agent, Clientele

Handle client requests, perform necessary research, and recommend appropriate investment, financing, and protection solutions. Create offers for routine transactions and tailor approaches based on member and client needs to drive sales development initiatives. Assist colleagues by managing their agendas and emails while ensuring service quality aligns with organizational standards. Seize business opportunities and provide personalized support to maintain strong relationships. Work a flexible schedule in a hybrid environment as part of Desjardins Group, the largest cooperative financial group in North America.