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 challengesOversee annual term loan reviews and renewalsAnalyze rates and recommend options to account managersObtain documentation, signatures, and account-opening informationSupport portfolio management, solicitation, and secure transactionsRequirements:College diploma in a related fieldMinimum two years of relevant experienceAbility to drive results and prioritize activitiesCustomer-focused, action-oriented approachSituational adaptability and nimble learningBring client service, financial analysis, and portfolio support skills to Desjardins' Toronto Branch alongside account managers.

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