Client Financial Services Agent

As a client financial services agent, you will work closely with advisors to provide personalized support to members and clients, helping them with investment, financing, and protection services. You will also be responsible for delivering services, maintaining business relationships, and providing business development support.

Requirements

• Handle client requests and perform tasks as needed
• Help colleagues manage their agenda and emails
• Recommend solutions to meet the needs and expectations of members and clients
• Help members and clients choose and get the most of their tools and channels
• Seize business opportunities and participate in sales development initiatives

Benefits

• Competitive salary
• Annual bonus
• Flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses
• Reimbursement of telework equipment