Personalized Financial Services Agent

Position: Personalized Financial Services Agent Desjardins
Provide expert financial services to affluent clients as a Personalized Financial Services Agent at Desjardins in Saguenay—Lac-Saint-Jean—Charlevoix. Enhance client relationships and meet complex financial needs.

In this role, you'll integrate service delivery with financial expertise to support high-net-worth individuals. By working closely with advisors, you will manage client files and facilitate routine banking operations tailored to individual needs. You will also guide clients on how to use digital banking tools effectively.

Key Responsibilities:

• Offer personalized banking services to affluent clients

• Tailor financial solutions based on individual client needs

• Manage files, meetings, and client requests efficiently

• Complete banking operations and transactions

• Proactively educate clients about Desjardins digital services

Requirements:

• Attestation of Collegial Studies required

• Minimum three years of experience in relevant field

• French language proficiency is essential

• In-depth knowledge of financial products and services

• Strong interpersonal and communication skills

Support affluent clients in achieving their financial goals through tailored service at Desjardins.
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