Personalized Financial Services Agent

Position: Personalized Financial Services Agent Desjardins
Location: Quebec

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 strong relationships, provide tailored advice, and handle daily banking transactions efficiently. This entails recognizing client opportunities 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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