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.
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📌 Client Financial Services Agent at Desjardins (La Sarre)
🏢 Desjardins
📍 La Sarre