Elevate your career as a Client Financial Services Agent at Desjardins, providing personalized support to affluent clients. Leverage your expertise in financial services to drive business development and enhance client satisfaction.

In this 18-month temporary role, you will collaborate with advisors to address the complex financial needs of high-net-worth clients. Your focus will be on delivering tailored solutions and maintaining robust relationships while facilitating banking operations. Act as a vital link between clients and Desjardins's digital tools, ensuring effective communication and self-sufficiency.

Key Responsibilities:



• Provide personalized service to affluent clients and members • Propose effective solutions for complex financial needs • Support advisors in managing client files and requests • Execute all banking account operations diligently • Guide clients on using Desjardins digital solutions

Requirements: • Attestation of Collegial Studies required • Minimum three years of relevant experience • Mutual fund representative certificate required • Knowledge of French is essential • Robust customer focus and communication skills

Utilize your financial expertise and interpersonal skills to enhance client experiences at Desjardins. #J-18808-Ljbffr

📌 Client Financial Services Agent At Desjardins Saint Bruno De Guigues (Canada)
🏢 Desjardins
📍 Canada