Description
The Client Financial Services Agent supports financial advisors by handling member and client requests, researching solutions, recommending investment, financing, and protection options, assisting with account tools and channels, creating offers for routine transactions, and participating in business development. The role requires French knowledge, a minimum of three years of relevant experience, and a Mutual Fund Representative certificate from the Autorité des marchés financiers. Benefits include a competitive salary and annual bonus, flexible vacation, a defined benefit pension, group insurance, and reimbursement for health, wellness, and telework expenses.
