Agent ou agente, Services financiers, Clientèle
Desjardins(1 month ago)
About this role
Temporary 12-month Financial Services Agent position at Caisse Desjardins de l'Université Laval providing tailored guidance and solutions in investments, financing and protection. The role works closely with advisors to support service delivery, maintain client relationships and handle immediate member needs aligned with the action plan. The position also contributes to business development and encourages use of digital channels to improve member autonomy.
Required Skills
- Customer Service
- Sales Support
- Relationship Management
- Communication
- Financial Products
- Compliance
- Data Integration
- Account Opening
- Time Management
- Problem Solving
Qualifications
- Attestation d’études collégiales (AEC)
- Certificat de représentant(e) en épargne collective – Autorité des marchés financiers
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
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