Financial Services Associate, Desjardins Signature Clientele Service

Join to apply for the Financial Services Associate, Desjardins Signature Clientele Service role at Desjardins Responsibilities Identify current and potential needs, with a focus on growing the wealth of members and clients. Identify and analyze member and client needs, and offer personalized advice regarding financing, complementary investments and everyday...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

Associé ou associée en service financier, Clientèle Service Signature Desjardins-FR Join to apply for the Associé ou associée en service financier, Clientèle Service Signature Desjardins-FR role at Desjardins À titre d’associé(e) en services financiers au Service Signature Lévis‑Chaudière‑Appalaches‑Nord, vous contribuez à la prise en...

Associé ou associée en service financier, Clientèle Service Signature Desjardins-FRÀ titre d'associé(e) en services financiers au Service Signature Lévis-Chaudière-Appalaches-Nord, vous contribuez à la prise en charge, à la sollicitation, au développement et au maintien de la relation d’affaires personnalisée auprès de la clientèle aisée et...

**Nous utilisons des témoins (ex. : ) pour personnaliser nos contenus et faciliter votre expérience numérique. Certains témoins peuvent être recueillis avec votre consentement.**À titre d'associé(e) en services financiers au , vous contribuez à la prise en charge, à la sollicitation, au développement et au maintien de la relation d’affaires...

**Nous utilisons des témoins (ex. : ) pour personnaliser nos contenus et faciliter votre expérience numérique. Certains témoins peuvent être recueillis avec votre consentement.**À titre d'associé(e) en services financiers au , vous contribuez à la prise en charge, à la sollicitation, au développement et au maintien de la relation d’affaires...

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...

The person in this position supports the Signature Service manager and other managers by carrying out clerical and administrative support activities. The incumbent also helps to plan and coordinate management activities. More specifically, you will be required to:- Coordinate delivery of files for the management committee, the coordination committee or other...