RequiredAs a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and clients by becoming the go-to person when they need specific information for their day-to-day banking or to conduct day-to-day financial transactions.You also play a key role in supporting the advisors by carrying out transactional or operational activities related to the financial services offer. You create offers for routine financial transactions and sales support based on the needs and expectations of affluent clients and high net worth clients. You show them how to interact with Desjardins's tools and channels, and equip them to use the method of their choice, encouraging self-sufficiency and the use of automated operations. More specifically, you will be required to:Provide personalized member/client service and experience to clients with complex needsBe attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectationsSeize business opportunities and provide personalized advice for optimal business developmentWork with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requestsEnsure the execution of all member and client banking account operationsProactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred methodHelp manage the advisor's agenda and emailsAcquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offersTemporary 12- Month PositionRequiredAs a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks.



More specifically, you maintain close relationships with members and clients by becoming the go-to person when they need specific information for their day-to-day banking or to conduct day-to-day financial transactions.You also play a key role in supporting the advisors by carrying out transactional or operational activities related to the financial services offer. You create offers for routine financial transactions and sales support based on the needs and expectations of affluent clients and high net worth clients. You show them how to interact with Desjardins's tools and channels, and equip them to use the method of their choice, encouraging self-sufficiency and the use of automated operations. More specifically, you will be required to:Provide personalized member/client service and experience to clients with complex needsBe attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectationsSeize business opportunities and provide personalized advice for optimal business developmentWork with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requestsEnsure the execution of all member and client banking account operationsProactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred methodHelp manage the advisor's agenda and emailsAcquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offersWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable,



secure income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What You Bring To The TableAttestation of Collegial StudiesA minimum of three years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredKnowledge of all products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks.Knowledge of integration of financial data into systems.Knowledge and notions of compliance with legislation respecting the distribution of financial products and services.Good grasp of the philosophy and fundamentals of a financial services cooperative.Knowledge of operational procedures for financing and investment activities.Knowledge of operational procedures for convenience services and products as well as automated and assisted transactionsKnowledge of operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing.Knowledge of Desjardins business processes (e.G., sales, solicitation and negotiation processes)Knowledge of service standardsCommunicates effectively, Interpersonal Savvy, Situational adaptabilityEquity, Diversity, Inclusion and AccessibilityAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job FamilyMember/client sales and service (FG)

📌 Client Financial Services Agent (Service Signature) (Trois-Rivières)
🏢 Desjardins
📍 Trois-Rivières