Client Advisory Specialist – Personal Solutions (Canada)

Client Advisory Specialist – Personal Solutions (Canada)

01 Nov
|
Desjardins
|
Canada

01 Nov

Desjardins

Canada

Desjardins seeks a Personal Advisor to build and maintain relationships with members and clients, delivering tailored financial solutions and services. You will analyze client needs, promote products, and ensure satisfaction while meeting organizational standards.

The role emphasizes advisory expertise, data analysis, and staying current with market offerings. You will contribute to a team focused on retention, service quality, and growth, participating in a defined perks pension context,

📌 Client Advisory Specialist – Personal Solutions (Canada)
🏢 Desjardins
📍 Canada

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