Agent for Client Financial Services
Location
laval (administrative region), qc
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
As an Agent for Client Financial Services, your focus will be on delivering personalized financial support and service excellence to members and clients. Your communication skills will be essential in satisfying client needs effectively.
In this role, you'll closely work with advisors to address client requests, offering quick and effective solutions for investment and protection needs. Your efforts in managing client relations and assisting advisors will contribute significantly to business development and overall client satisfaction. Tailoring your approach based on client preferences will be key to your success.
Key Responsibilities:
• Address client requests and deliver tailored solutions
• Support advisory teams in scheduling and administrative tasks
• Listen to member needs and recommend ideal services
• Assist clients in utilizing their preferred tools effectively
• Engage in sales development and recognize new opportunities
Requirements:
• Attestation...
In this role, you'll closely work with advisors to address client requests, offering quick and effective solutions for investment and protection needs. Your efforts in managing client relations and assisting advisors will contribute significantly to business development and overall client satisfaction. Tailoring your approach based on client preferences will be key to your success.
Key Responsibilities:
• Address client requests and deliver tailored solutions
• Support advisory teams in scheduling and administrative tasks
• Listen to member needs and recommend ideal services
• Assist clients in utilizing their preferred tools effectively
• Engage in sales development and recognize new opportunities
Requirements:
• Attestation...