Current jobs related to Financial Services Agent - Montréal - Desjardins

  • Agent ou agente, Services financiers, Clientèle

    2 weeks ago

    Montréal, Canada Mouvement Desjardins Full time

    Desjardins Agent ou agente, Services financiers, Clientèle Référence : R2225952 Durée : Temps plein Endroit : Montréal Le mode de travail s’appliquant au poste est temps plein sur site En tant que professionnel(le) du domaine financier, vous devez apprécier être à l'écoute de nos membres et c

  • Agent ou agente, Services financiers, Clientèle

    3 weeks ago

    montréal, Canada Mouvement Desjardins Full time

    DesjardinsAgent ou agente, Services financiers, ClientèleRéférence : R2225952Durée : Temps pleinEndroit : MontréalLe mode de travail s’appliquant au poste est temps plein sur siteEn tant que professionnel(le) du domaine financier, vous devez apprécier être à l'écoute de nos membres et clients afin d

  • Agent ou agente, Services financiers, Clientèle

    2 weeks ago

    Montréal, Canada Mouvement Desjardins Full time

    Desjardins Agent ou agente, Services financiers, Clientèle Référence : R2225952 Durée : Temps plein Endroit : Montréal Le mode de travail s’appliquant au poste est temps plein sur site En tant que professionnel(le) du domaine financier, vous devez apprécier être à l'écoute de nos membres et clients afin de contribuer à chaque situation...

  • Agent ou agente, Services financiers, Clientèle

    2 weeks ago

    Montréal, Canada Mouvement Desjardins Full time

    Desjardins Agent ou agente, Services financiers, Clientèle Référence : R2225952 Durée : Temps plein Endroit : Montréal Le mode de travail s’appliquant au poste est temps plein sur site En tant que professionnel(le) du domaine financier, vous devez apprécier être à l'écoute de nos membres et clients afin de contribuer à chaque situation...

  • Agent ou agente, Services financiers, Clientèle

    3 weeks ago

    Montréal, Canada Mouvement Desjardins Full time

    Desjardins Agent ou agente, Services financiers, Clientèle Référence : R2225952 Durée : Temps plein Endroit : Montréal Le mode de travail s’appliquant au poste est temps plein sur site En tant que professionnel(le) du domaine financier, vous devez apprécier être à l'écoute de nos membres et clients afin de contribuer à chaque situation...

  • Agent ou agente, Services financiers, Clientèle

    3 weeks ago

    Montréal, Quebec, Québec, Canada Mouvement Desjardins Full time

    Desjardins Agent ou agente, Services financiers, Clientèle Référence : R2225952 Durée : Temps plein Endroit : Montréal Le mode de travail s’appliquant au poste est temps plein sur site En tant que professionnel(le) du domaine financier, vous devez apprécier être à l'écoute de nos membres et clients afin de contribuer à chaque situation...

  • Agent de Recouvrement

    4 months ago

    Montréal, Canada Financial Debt Recovery Ltd. Full time

    Financial Debt Recovery Limited (FDR) est un fournisseur unique pour tous les besoins de gestion du crédit et des revenus des entreprises, axé sur les services de recouvrement des comptes. FDR fournit des services de recouvrement à un large éventail de grandes organisations canadiennes à travers le pays. Nos clients comprennent actuellement l’Unité...

  • Collections Agent

    3 months ago

    Montréal, Canada Financial Debt Recovery Ltd. Full time

    Financial Debt Recovery Limited (FDR) is a single source provider for all corporate credit and revenue management needs, focused on collection services for accounts. FDR provides collection services to a broad range of major Canadian organizations across the country. Our clients currently include the Ontario Government Collection Management Unit, the largest...

  • Collections Agent

    4 months ago

    Montréal, Canada Financial Debt Recovery Ltd. Full time

    Financial Debt Recovery Limited (FDR) is a single source provider for all corporate credit and revenue management needs, focused on collection services for accounts. FDR provides collection services to a broad range of major Canadian organizations across the country. Our clients currently include the Ontario Government Collection Management Unit, the largest...

  • Corporate Research Officer

    3 months ago

    Montréal, Canada The Maples Group (Financial Services) Full time

    **Position**:Corporate Research Officer **Location**:Montreal, Canada **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a global...

  • Financial Services Agent, Clientele

    2 weeks ago

    Montréal, QC, Canada Desjardins Full time

    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...

  • Collections Agent

    3 months ago

    Montréal, Canada Financial Debt Recovery Ltd. Full time

    Financial Debt Recovery Limited (FDR) is a single source provider for all corporate credit and revenue management needs, focused on collection services for accounts. FDR provides collection services to a broad range of major Canadian organizations across the country. Our clients currently include the Ontario Government Collection Management Unit, the largest...

  • Collections Agent

    3 months ago

    Montréal, Canada Financial Debt Recovery Ltd. Full time

    Financial Debt Recovery Limited (FDR) is a single source provider for all corporate credit and revenue management needs, focused on collection services for accounts. FDR provides collection services to a broad range of major Canadian organizations across the country. Our clients currently include the Ontario Government Collection Management Unit, the largest...

  • Collections Agent

    3 months ago

    Montréal, Canada Financial Debt Recovery Ltd. Full time

    Financial Debt Recovery Limited (FDR) is a single source provider for all corporate credit and revenue management needs, focused on collection services for accounts. FDR provides collection services to a broad range of major Canadian organizations across the country. Our clients currently include the Ontario Government Collection Management Unit, the largest...

  • Customer Service Agent in disputes

    4 months ago

    montréal, Canada National Bank Full time

    As a customer service agent in disputes, you will answer calls from customers wishing to dispute transactions on their account. Your main mission will be to guide our clients through the dispute process, thus playing a key role in preventing fraud and protecting their financial interests.Your remune

  • Customer Service Agent in disputes

    4 months ago

    montréal, Canada National Bank Full time

    As a customer service agent in disputes, you will answer calls from customers wishing to dispute transactions on their account. Your main mission will be to guide our clients through the dispute process, thus playing a key role in preventing fraud and protecting their financial interests. Your remun

  • Agent(E) en Assurance de Dommages Des Entreprises

    3 months ago

    Montréal, Canada La Capitale Financial Security Full time

    locations- Montréal, Québec- Québec, Québec- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- R7864 Titre d'emploi: Agent(e) en assurance de dommages des entreprises Statut: Régulier Sommaire: Travailler chez Beneva, c’est contribuer à redonner à l’assurance son sens premier : l’humain. C’est collaborer dans un...

  • Agent Au Service à La Clientèle

    3 months ago

    Montréal, Canada La Capitale Financial Security Full time

    locations- Trois-Rivières, Québec- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- R7537 Titre d'emploi: Agent au service à la clientèle Statut: Régulier Sommaire: Comme agent(e) au service à la clientèle, votre rôle consiste à fournir aux consommateurs et aux distributeurs un support administratif aux demandes de...

  • Agent(E), Service Aux Membres

    3 months ago

    Montréal, Canada iA Groupe financier iA Financial Group Full time

    **_#Permanent #hybride_** MRa est un Cabinet en assurance de personnes et un administrateur de contrats. En plus de distribuer des produits d’assurance personnalisé, MRa accompagne les assurés dans les différentes étapes du contrat. Vous êtes à la recherche d’un emploi stimulant? Venez rejoindre une compagnie en pleine croissance. Ce poste...

  • Collection Customer Service Agent

    4 months ago

    montréal, Canada National Bank Full time

    Youtube VideoAs a Collection Agent, you’ll suggest payment agreements to clients to help contribute to their financial health Join our Collection team and make a difference in people’s lives. You’ll have a positive impact on clients with your listening skills and your empathy.Your compensationThe sa

Financial Services Agent

5 months ago

Montréal, Canada Desjardins Full time

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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-05

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 investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

You provide significant business development support. You assist members and clients, providing excellent customer service.

You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs.

General Information on the Position
- Main responsibilities- Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.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.- Other working conditions- The work arrangement for the position is full-time hybrid work #LI-Hybrid-
- Number of jobs available : 2- Qualifications- Attestation of College Studies in a related field-
- A minimum of 3 years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers-
- For vacant positions available in Quebec, please note that knowledge of French is required- Specific knowledge- 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 standardsDesjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Caisse Desjardins du Cœur-de-l'Île

Trade Union

Non Syndiqué

Unposting Date

2023-02-3

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.