Financial services Agent, Clientele

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.

Requirements

• Attestation of Collegial Studies
• Mutual fund representative certificate – Autorité des marchés financiers
• A minimum of three years of relevant experience
• Knowledge of French is required

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment