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Client Financial Services Expert & Partner
Job in
Lanaudière, Province de Québec, Canada
Listed on 2026-01-25
Listing for:
Desjardins Group
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services organization in Canada is seeking a Client Financial Services Agent to provide personalized support to members and clients. You will handle client requests, assist with solution recommendations, and participate in sales development initiatives. The ideal candidate has a minimum of three years of relevant experience and knowledge of financial documents. A strong focus on client satisfaction and effective communication skills are essential, along with a mutual fund representative certificate and fluency in French.
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