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Personalized Financial Services Agent

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Role, Inc.
πŸ“ rouyn noranda, Canada
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Location rouyn noranda
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Posted July 04, 2026
πŸš—
Commute Local Area
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Job Description

Drive client satisfaction at Desjardins as a Personalized Financial Services Agent. Offer expert support in investment and financing while fostering strong client relationships.

This position entails close collaboration with advisors while ensuring members' and clients' needs are met. You will draw on three years of experience in customer service and utilize your communication skills to provide tailored financial solutions. The role is designed for those who thrive in direct client interactions and business development.

Key Responsibilities:
β€’ Respond to client needs and deliver prompt solutions
β€’ Assist team members with administrative tasks
β€’ Offer service recommendations tailored to client preferences
β€’ Identify and act on sales opportunities
β€’ Maintain high service quality to enhance client satisfaction

Requirements:
β€’ Attestation of Collegial Studies or relevant education
β€’ At least three years of exp...

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πŸ“ Location Details

πŸŒ†
City
rouyn noranda
πŸ—ΊοΈ
Country
Canada
πŸš—
Commute
Local Area

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