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Job description
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships.
Handle client requests, perform tasks and research as needed, and recommend appropriate solutions. Help colleagues manage their agenda and emails. Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
Seize business opportunities and participate in sales development initiatives. Provide significant business development support. Assist members and clients, providing excellent customer service.
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Company
Finance
Desjardins Group is North America's largest cooperative financial institution and the fifth-largest worldwide, managing assets of $435.8 billion as of March 2024. The group delivers a full spectrum of financial services—including retail banking, wealth management, insurance, and investment solutions—to individuals and businesses through an extensive network of branches, digital platforms, and subsidiaries across Canada. Its cooperative structure gives members a direct stake in the organization, fostering a culture of collaboration and community focus that has earned it repeated recognition as one of Canada's best employers. Desjardins' robust capital base and high credit ratings, coupled with its strong market reputation, set it apart as a resilient and trusted partner in the financial services industry.