Personalized Financial Services Agent Role
D
Desjardins
📍 notre dame du nord, qc, Canada
Job Description
Become a Financial Services Agent at Caisse Desjardins du Témiscamingue, focusing on client-centered support and exceptional service. Empower members with tailored financial advice and solutions.
This position invites you to engage directly with clients and respond to their immediate financial needs. By utilizing your communication skills, you will recommend suitable investment and protection strategies while maintaining positive business relationships. Your contribution to business development will enhance overall client satisfaction.
Key Responsibilities:
• Respond to client requests and provide recommendations
• Support team member communications and scheduling
• Assess member needs and propose suitable solutions
• Guide clients in utilizing financial tools effectively
• Drive sales development initiatives and opportunities
Requirements:
• Attestation of Collegial Studies
• Over three years of relevant experience
• Proficiency in French is essential<...
This position invites you to engage directly with clients and respond to their immediate financial needs. By utilizing your communication skills, you will recommend suitable investment and protection strategies while maintaining positive business relationships. Your contribution to business development will enhance overall client satisfaction.
Key Responsibilities:
• Respond to client requests and provide recommendations
• Support team member communications and scheduling
• Assess member needs and propose suitable solutions
• Guide clients in utilizing financial tools effectively
• Drive sales development initiatives and opportunities
Requirements:
• Attestation of Collegial Studies
• Over three years of relevant experience
• Proficiency in French is essential<...