Financial Services Assistant

Jobtailor

Full-time Finance
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Location
saguenay, saguenay–lac-s int jean, Canada
Posted
July 20, 2026

Job Description

Responsibilities

  • Assist in serving, prospecting for, soliciting, developing, and maintaining business relationships with members and clients
  • Promote and sell securities products and services through various distribution channels
  • Build and maintain strong business relationships with members and clients
  • Respond to and manage special information requests from clients
  • Promote and sell specialized products and services in accordance with the unit’s business objectives and strategies
  • Ensure member and client satisfaction and high‑quality service
  • Analyze member and client needs, develop and implement tailored solutions, and propose integrated service offerings
  • Support current and prospective members and clients, represent the organization, and assist in negotiating client agreements
  • Provide administrative support for compliance and budget monitoring
  • Serve as a resource for employees on policie...