Desjardins

Agent ou Agente, Services financiers, Clientèle

Desjardins

1 month ago
Montréal, QC
Hybrid
Full Time
Medior
0 applicants
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Desjardins
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About this role

This role is focused on providing tailored financial services to members and clients at Desjardins, supporting relationship management and sales activities to meet client needs through advice and solutions. The agent works closely with financial advisors to ensure high-quality service, client satisfaction, and business development within a cooperative financial environment.

Skills

Qualifications

Attestation d’études collégiales (AEC)3 years of experienceCertificate of Collective Investment Funds Agent – AMF
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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