Financial Services Agent Clientele Service Signature

2 weeks ago

Mascouche, Canada Desjardins Full time

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Temporary position for 6 months

As 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 or to conduct day-to-day financial transactions. You also play a key role in supporting the advisors by carrying out transactional or operational activities related to the financial services offer. You create offers for routine financial transactions and sales support based on the needs and expectations of affluent clients and high net worth clients. You show them how to interact with Desjardins's tools and channels, and equip them to use the method of their choice, encouraging self-sufficiency and the use of automated operations. More specifically, you will be required to:
- Provide personalized member/client service and experience to clients with complex needs.- Be attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectations.- Seize business opportunities and provide personalized advice for optimal business development.

What we offer*- Competitive salary and annual bonus- 4 weeks of flexible vacation starting in the first year- Defined benefit pension plan that provides predictable, stable income throughout retirement- Group insurance including telemedicine- Reimbursement of health and wellness expenses and telework equipment

What you bring to the table- College diploma in a related field- A minimum of one year of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- CIRO’s registration as Registered Representative - Undefined issuing entity- Knowledge of French is required

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family

Member/client sales and service (FG)

Unposting Date

2024-12-13

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