Client Financial Services Advisor - Relationship & Growth

Relevance; Toronto; Hybrid; CAD 54,000 - 74,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a client financial services agent for the Toronto Branch. You will support account managers, nurture business member relations, and contribute to business development while ensuring service quality and adherence to procedures.

Responsibilities include handling banking operations, annual loan review processes, and documentation follow-ups. A college diploma and at least two years of relevant experience are required, with flexibility in qualifications considered.

Qualifications

• Action oriented and customer-focused mindset.
• Two years of relevant experience or equivalent combinations may be considered.
• Ability to support account managers and manage client relationships.

Responsibilities

• Help maintain business relationships by providing specialized support for banking needs and sales opportunities.
• Oversee annual review and renewal processes for term loans and analyze rates reflecting costs.
• Prioritize weekly activities for account managers and plan follow-ups and solicitation activities.
• Contact members after meetings to obtain documentation and answer operations questions.
• Assist portfolio management to ensure files are complete and deadlines met.
• Contribute to business development through solicitation activities.

Skills

Customer focus

Drive results

Adaptability

Learning agility

Education

College diploma in a related field

Job description

Desjardins is seeking a client financial services agent for the Toronto Branch. You will support account managers, nurture business member relations, and contribute to business development while ensuring service quality and adherence to procedures.

Responsibilities include handling banking operations, annual loan review processes, and documentation follow-ups. A college diploma and at least two years of relevant experience are required, with flexibility in qualifications considered.