Client Financial Services Agent – Service Signature

Role Overview

• 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.
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests.
• Ensure the execution of all member and client banking account operations.
• Proactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred method.
• Help manage the advisor's agenda and emails.
• Acquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offers.

Requirements

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Knowledge of French is required

Benefits

• 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