Client Financial Services Agent
Core
Provide personalized support to members and clients, assisting advisors in delivering services and maintaining business relationships through rapid solutions in investment, financing, and protection.
Role type
Client Financial Services Agent (Sales & Service)
Builds
Customer service interactions, routine transaction offers, and sales development initiatives for financial products.
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Client relationship management, product knowledge (investment, financing, protection), sales development, financial document analysis, compliance with financial distribution laws, system data integration, cooperative philosophy understanding.
Preferred skills
Knowledge of Desjardins business processes, automated transaction procedures, account opening protocols, competitor product knowledge.