Client Financial Services Agent

Client Financial Services Agent provides personalized support to members and clients, helps advisors deliver services, and maintains business relationships. They offer simple and rapid solutions in terms of investment, financing, and protection, and provide excellent customer service.

Requirements

• Attestation of Collegial Studies
• Minimum of three years of relevant experience
• Mutual fund representative certificate - Autorité des marchés financiers
• Knowledge of French is required
• Understanding of financial documents used in asset management

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment