Agent ou agente, Services financiers, Clientèle
Desjardins(1 month ago)
About this role
An Agent in Financial Services at Caisse Desjardins Pierre-Le Gardeur provides personalized support to members and clients and works closely with advisors to maintain relationships and support business development. The role focuses on addressing immediate client needs related to investments, financing and protection while ensuring service quality and compliance with organizational standards.
Required Skills
- Customer Service
- Sales Support
- Account Opening
- Financial Products
- Wealth Management
- Compliance
- Communication
- Interpersonal Relations
- Agenda Management
- Data Integration
Qualifications
- AEC (Attestation d'études collégiales)
- Certificat de représentant 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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