Sarah Desbiens
About Sarah Desbiens
Sarah Desbiens is a Business Development Coordinator at IG Wealth Management in Port Elgin, Ontario, with extensive experience in financial planning and customer service. She has received multiple awards for her performance and is currently pursuing a Certificate in Indigenous Canada at the University of Alberta.
Work at IG Wealth Management
Sarah Desbiens has been serving as a Business Development Coordinator at IG Wealth Management since 2021. In this role, she develops in-depth financial plans for clients, covering areas such as lending, investments, personal accounts, estates, and business banking. Her focus is on ensuring a positive client experience, which contributes to high client retention rates and generates referrals.
Experience at BMO Financial Group
Sarah Desbiens has worked at BMO Financial Group as a Customer Service Representative since 2010. Over her 14 years in this position, she has gained extensive experience in customer service within the financial sector. Her responsibilities include assisting clients with their banking needs and ensuring their satisfaction with the services provided.
Previous Role at CIBC
Before her current roles, Sarah Desbiens worked at CIBC as a Financial Advisor from 2012 to 2020. During her eight years in this position, she compiled and prepared complex credit applications and comprehensive financial plans. She developed strategies tailored to meet the individual needs of her clients, enhancing their financial well-being.
Education and Expertise
Sarah Desbiens is currently studying at the University of Alberta, focusing on Indigenous Canada, and is on track to achieve a Certificate in this field. She also studied Public Relations/Image Management at Durham College from 2006 to 2009. Additionally, she has completed a Mutual Funds designation, which further enhances her expertise in financial planning.
Achievements and Awards
Throughout her career, Sarah Desbiens has received multiple Quarterly Achievers Awards and the Top Advisor Award in 2017. These accolades reflect her commitment to providing exceptional service and achieving high levels of client satisfaction in her roles within the financial services industry.