Support business clients in Toronto through financial services, portfolio management, and relationship support alongside account managers at Desjardins.
As a Client Financial Services Agent, you provide personalized service, manage urgent needs, and support account managers with business development. You help analyze information, solve problems, prepare recommendations, and maintain business relationships. Your work follows action plans, organizational standards, and procedures.
Key Responsibilities: Provide specialized support for business banking operational challenges
Oversee annual term loan reviews and renewals
Analyze rates and recommend options to account managers
Obtain documentation, signatures, and account-opening information
Support portfolio management, solicitation, and secure transactions
Requirements: College diploma in a related field
Minimum two years of relevant experience
Ability to drive results and prioritize activities
Customer-focused, action-oriented approach
Situational adaptability and nimble learning
Bring client service, financial analysis, and portfolio support skills to Desjardins’ Toronto Branch alongside account managers.

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📌 Client Financial Services Agent Toronto (Ontario)
🏢 Desjardins
📍 Ontario