Support affluent and high-net-worth clients through personalized financial services, complex banking needs, and day-to-day transactions in a hybrid Desjardins workplace.
As a Client Financial Services Agent, you maintain close client relationships and serve as their go-to contact for banking information and transactions. You work with advisors across specialized wealth management networks to identify needs, prepare solutions, and support financial services delivery. The position combines client service, operational activities, sales support, and digital guidance.
Key Responsibilities: Provide personalized service to clients with complex financial needs
Propose effective solutions aligned with client expectations
Manage files, open accounts, and prepare advisor meetings
Execute banking account operations and transaction requests
Explain Desjardins digital tools and channels
Requirements: Attestation of Collegial Studies
Minimum three years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French required
Understanding of wealth management financial documents and compliance fundamentals
Bring client relationship management, banking operations, and wealth management knowledge to Desjardins’s specialized financial services networks.