Financial services Agent

3 weeks ago


Québec QC, Canada Desjardins Group Full time

Temporary position for 12 monthsAs 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...



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