Financial services Agent, Clientele
4 weeks ago
Financial services Agent, Clientele Join to apply for the Financial services Agent, Clientele role at Desjardins. Required Responsibilities Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions. Help colleagues manage their agenda and emails. Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations. Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want. Seize business opportunities and participate in sales development initiatives. What we offer Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment Benefits apply based on eligibility criteria. What You Bring To The Table Attestation of Collegial Studies A minimum of three years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Understanding of financial documents used in asset management Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors Knowledge of integrating financial data into systems Knowledge of compliance with An Act respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Knowledge of operating procedures related to investment and financing activities Knowledge of operating procedures related to convenience products and services and automated and assisted transactions Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation) Knowledge of service standards Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Curious about this profession? Click here At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. #J-18808-Ljbffr
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Financial Services Agent, Clientele
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Lévis, Canada Desjardins Full timeAs 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...
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Financial services Agent, Clientele
4 weeks ago
Lévis, Canada Desjardins Group Full timeAs 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...
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Student Job, Financial Services Agent, Clientele
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Lévis, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site 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...
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Agent ou Agente, Services Financiers, Clientèle
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Lévis, Canada Desjardins Full timeLe mode de travail s’appliquant au poste est temps plein sur site À titre d’agent(e) en services financiers à la clientèle à la Caisse Desjardins de la Chaudière, vous travaillez en étroite collaboration avec les conseillers en fournissant un accompagnement sur mesure aux membres et clients dans votre domaine. Vous appuyez les conseillers dans la...
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Lévis, Quebec, Canada Centre de services scolaire des Navigateurs Full time $50,000 - $70,000 per yearAgente ou agent de bureau, classe principale – Secteur paie | CSSDN{ "@context": "", "@type": "JobPosting", "@id": "", "title": "Agente ou agent de bureau, classe I", "description": "Le Centre de services scolaire des Navigateurs (CSSDN) recrute une Agente ou un agent de bureau, classe I. Milieu stimulant, collaboration pédagogique, développement...
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Agent, Auxiliary Jobs and Services
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Remote P&C Insurance Agent — Craft Coverage
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Lévis, Canada Desjardins Full timeA leading financial services provider in Chaudière-Appalaches is seeking a property and casualty insurance agent to develop and maintain client relationships. The role involves serving clients, assessing their needs, and promoting relevant insurance products. Ideal candidates will have a general college diploma and advanced proficiency in French. This...
