Become a Client Financial Services Agent with Desjardins, providing tailored support to affluent clients. This hybrid role emphasizes personalized service, operational excellence, and financial advice.
Join Desjardins for a temporary 12-month position focused on high-net-worth client needs. You will collaborate closely with advisors, managing client files, and executing banking operations. Your proactive approach will drive member engagement with digital solutions and support effective financial transactions.
Key Responsibilities:
• Deliver personalized service to affluent clients with complex needs
• Propose effective solutions tailored to member expectations
• Collaborate with advisors on account management
• Ensure seamless execution of banking operations
• Inform clients about digital tools and facilitate usage
Requirements:
• Attestation of Collegial Studies
• Minimum three years of relevant experience
• Mutual fund representative certificate required
• Bilingual in French and English
• Solid grasp of Desjardins products and services
Leverage your financial expertise to enhance client experiences and support robust service operations at Desjardins.
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📌 Client Financial Services Agent at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City
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