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Job description
As a client financial services agent, you will work closely with advisors to provide personalized support to members and clients, helping to deliver services and maintain business relationships.
You will handle client requests, perform tasks and research, recommend solutions, and assist colleagues with their agenda and emails.
You will be required to be attentive to the needs of members and clients, recommend solutions, and seize business opportunities to participate in sales development initiatives.
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.
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