Personalized Financial Services Agent Desjardins
D
Desjardins
📍 roberval, qc, Canada
Job Description
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
• Frenc...
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
• Frenc...