Location
longueuil, montérégie, Canada
Posted
July 04, 2026
Job Description
Elevate your career as a Client Financial Services Specialist at Desjardins, focusing on providing exceptional support to members and clients. Leverage your interpersonal skills to deliver tailored solutions for investment and financing needs.
In this role, you will engage closely with advisors, ensuring member satisfaction through personalized service and effective communication. Your efforts will contribute significantly to business development, enhancing the client experience. You will assist clients in navigating tools and channels to optimize their financial decisions and independence.
Key Responsibilities:
• Handle client requests and research solutions efficiently
• Assist colleagues with agenda and email management
• Recommend tailored solutions based on client needs
• Help clients maximize the use of available tools
• Participate in sales development initiatives and identify opportunities
Requirements:
...
In this role, you will engage closely with advisors, ensuring member satisfaction through personalized service and effective communication. Your efforts will contribute significantly to business development, enhancing the client experience. You will assist clients in navigating tools and channels to optimize their financial decisions and independence.
Key Responsibilities:
• Handle client requests and research solutions efficiently
• Assist colleagues with agenda and email management
• Recommend tailored solutions based on client needs
• Help clients maximize the use of available tools
• Participate in sales development initiatives and identify opportunities
Requirements:
...