Location
alma
Job Type
Full-time
Posted
July 04, 2026
Job Description
Enhance client engagement as a Client Financial Services Agent at Desjardins in Saguenay–Lac-Saint-Jean–Charlevoix. Provide personalized support for high-net-worth clients, ensuring their financial needs are met.
In this critical role, you will collaborate with clients to understand their unique financial requirements while supporting advisors in various operational tasks. Your ability to communicate effectively will help foster strong, ongoing relationships with clients, encouraging them to maximize their use of Desjardins' digital offerings and services. A strong knowledge base of financial products will be essential.
Key Responsibilities:
• Offer personalized care to affluent clients
• Proactively propose tailored financial solutions
• Manage files and support advisors in meeting preparations
• Conduct accurate banking account operations
• Guide clients on digital service interactions
Requirements:
• Attestat...
In this critical role, you will collaborate with clients to understand their unique financial requirements while supporting advisors in various operational tasks. Your ability to communicate effectively will help foster strong, ongoing relationships with clients, encouraging them to maximize their use of Desjardins' digital offerings and services. A strong knowledge base of financial products will be essential.
Key Responsibilities:
• Offer personalized care to affluent clients
• Proactively propose tailored financial solutions
• Manage files and support advisors in meeting preparations
• Conduct accurate banking account operations
• Guide clients on digital service interactions
Requirements:
• Attestat...
Ready to Apply?
Submit your application for Saguenay Client Financial Services Specialist at Desjardins
Apply Now