Desjardins is seeking a client financial services agent in Canada to support advisors and maintain client relationships. You will handle member requests, manage agendas and emails, and promote self-service tools to drive automation. Opportunities to contribute to sales development are included.
The role emphasizes careful research, customer focus, and adaptability to provide rapid solutions for investments, financing, and protection in line with strategy.
📌 Client-Focused Financial Services Specialist (Vancouver)
🏢 Desjardins
📍 Vancouver
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