Client Finance & Relationship Advisor
Desjardins • vancouver, metro vancouver regional district, Canada
Il y a 15 heures
Description de poste
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 strong 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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