Join Desjardins as a Personalized Financial Services Agent focused on affluent clients. This 12-month temporary position emphasizes proactive client engagement and customized financial solutions.
Your role involves collaborating with advisors to address the specialized financial needs of high-net-worth clients. You'll maintain solid relationships, provide tailored advice, and handle daily banking transactions efficiently. This entails recognizing client prospects and ensuring they are well-informed about the digital solutions available via Desjardins.
Key Responsibilities:
• Assist clients with complex financial needs
• Identify business opportunities for development
• Open accounts and prepare meetings with clients
• Ensure seamless execution of banking operations
• Proactively educate clients on digital offerings
Requirements:
• Attestation of Collegial Studies mandatory
• Three years of relevant experience required
• French language proficiency is essential
• Knowledge of competitors' services is a plus
• Ability to adapt to evolving client needs
Provide high-quality personalized service to drive client satisfaction and loyalty.
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📌 Personalized Financial Services Agent Desjardins Quebec City
🏢 Desjardins
📍 Quebec City