Desjardins

Agent ou agente, Services financiers, Clientèle

Desjardins

2 months ago
Hybrid
Full Time
Medior
0 applicants
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Desjardins
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About this role

Financial Services Agent at Desjardins Caisse Granby - Haute-Yamaska who supports members and clients by working closely with advisors to provide tailored solutions for investments, financing and protection. The role handles routine transactions, supports advisors with scheduling and emails, promotes use of digital channels, and contributes to sales development initiatives.

Skills

Qualifications

Attestation d'études collégiales (AEC)Certificat de représentant en épargne collective – Autorité des marchés financiers
Desjardins

About Desjardins

desjardins.com

Découvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.

About Desjardins

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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