Client Finance & Relationship Advisor

Client Finance & Relationship Advisor

Full-Time On-site
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Desjardins is seeking a client financial services agent to support advisors and provide personalized service to members and clients in Canada. You will help clients with investments, financing and protection, building strong relationships and ensuring service quality in line with Desjardins' standards.

You will handle requests, support colleagues, and identify opportunities to improve client outcomes while aligning with current strategies and practices.

Client Finance & Relationship Advisor 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.

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Contact Details:

Desjardins Recruitment Team