Client Solutions Advisor
Desjardins
Desjardins is seeking a Personal Advisor to build and maintain relationships with members and clients in the United States. You will identify needs, tailor solutions, and promote products while balancing risk, profitability, and client satisfaction. You will analyze complex requests, guide advisory plans, and grow the portfolio through high-quality service. You will work with clients with development potential, maintain reports, monitor trends, and contribute to a compliant, client-centric #J-18808-Ljbffr
Vacancy posted 3 days ago
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