Desjardins is seeking a client financial services agent in Canada to support advisors and maintain client relationships. You will handle member requests, manage agendas and emails, and promote self-service tools to drive automation. Opportunities to contribute to sales development are included.
The role emphasizes careful research, customer focus, and adaptability to provide rapid solutions for investments, financing, and protection in line with strategy.
Client-Focused Financial Services Specialist in Calgary employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
