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 robust 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.
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📌 Client Finance & Relationship Advisor (British Columbia)
🏢 Desjardins
📍 British Columbia
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