Desjardins

Agent ou agente, Services financiers, Clientèle

Desjardins

1 month ago
Salaberry-de-Valleyfield
Hybrid
Full Time
Medior
0 applicants
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Desjardins
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About this role

A Customer Service Advisor in financial services at Desjardins works closely with financial advisors to provide tailored support to members and clients, offering solutions related to investments, financing, and protection. The role involves managing client requests, supporting sales development, and guiding clients in using various financial tools to enhance their autonomy.

Skills

Qualifications

Attestation d’études collégiales (AEC) dans une discipline appropriéeCertificat de représentant(e) en épargne collective – Autorité des marchés financiersMinimum three years of relevant experience
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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