Desjardins is seeking a client financial services agent who collaborates with advisors to provide personalized support to members and clients, delivering quick, simple solutions in investments, financing and protection in line with the action plan.
You will handle client requests, help colleagues manage calendars and emails, identify business opportunities, and assist members in choosing the right tools and channels to suit their independence and automation preferences.
Client Financial Services Specialist in Fossambault-sur-le-Lac 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.