Financial Services Agent
4 weeks ago
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 clientele and financial services agent, you work closely with advisors by providing tailored support to members and clients in your field.
You support advisors in providing services and maintaining 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. With your well-honed interpersonal skills and effective communications, you ensure member and client satisfaction and quality service delivery, in accordance with the organization’s standards and procedures.
You play a big part in supporting business development by helping to serve members and clients, performing those tasks that entails and providing superior-quality customer service.
You make offers in connection with day-to-day activities and sales support related to products and services to meet member and client needs and expectations in accordance with current strategies and practices. Your ability to tailor your approach as the situation dictates is a great asset.
General Information on the Position
Main responsibilities- Handle member and client requests. Carry out the necessary steps and research, and propose tailored solutions-
- Be attentive to and propose solutions to meet members’ and clients’ needs and expectations- Help members and clients choose and effectively use tools and alternate channels offering greater freedom and automation- Capture business opportunities and take part in sales development through various initiatives
Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1
**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 representative certificate - Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge- Understand financial documents used in the field of wealth management- All products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks- Integration of financial data into systems- Notions of compliance with legislation respecting the distribution of financial products and services- Good grasp of the philosophy and fundamentals of a financial services cooperative- Operational procedures for financing and investment activities- Operational procedures for convenience services and products as well as automated and assisted transactions- Operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing- Desjardins business processes (e.g., sales, solicitation and negotiation processes)- Service standards
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Interpersonal Savvy, Situational adaptability
Work Location
Service Signature Desjardins (SSD) Bas-Saint-Laurent et Gaspésie-Iles-de-la-Madeleine
Trade Union
Non Syndiqué
Unposting Date
2023-05-30
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.
-
Financial Services Agent
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Financial Services Agent
2 months ago
Québec, Canada Desjardins Full timeAt 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...
-
Financial Services Agent
2 months ago
Québec, Canada Desjardins Full timeAt 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...
-
Financial Services Agent
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Client Financial Services Agent
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Financial Services Agent
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Financial Services Agent
1 month ago
Québec, Canada Desjardins Full timeAt 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...
-
Central Authorization Agent
2 weeks ago
Québec City, Canada Momentum Financial Services Group Full timeJob DescriptionFONCTION GÉNÉRALEL’agent du CA est responsable d’offrir un niveau de soutien à la clientèle élevé aux succursales en Amérique du Nord. Les agents offrent principalement de l’aide reliée aux produits d’encaissement de chèques; cependant ils doivent aussi offrir du soutien pour d’autres...
-
Collections Agent
1 month ago
Québec, Canada Financial Debt Recovery Ltd. Full timeFinancial 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...
-
Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full timeJob DescriptionTake a step forward in your career at iA Financial Group by highlighting your skills and abilities as a key collaborator in achieving the strategic objectives of our internal partners. This newly created role is part of the transformation of the organizational model of the CFO's corporate services.In your role, you will foster the career...
-
Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full timeJob DescriptionTake a step forward in your career at iA Financial Group by highlighting your skills and abilities as a key collaborator in achieving the strategic objectives of our internal partners. This newly created role is part of the transformation of the organizational model of the CFO's corporate services.In your role, you will foster the career...
-
Agent - financial management analyst
5 days ago
Québec, Canada Services administratifs SB Full timeLes Services Administratif SB is a company specializing in services to financial businesses. We process and analyze hundreds of secured personal loan applications daily and follow up with clients. Join a sociable, adrenaline-fueled team. Collaboration and versatility are the key to our success. We are looking for an English-speaking candidate to serve the...
-
Agent - financial management analyst
7 days ago
Québec, Canada Services administratifs SB Full timeLes Services Administratif SB is a company specializing in services to financial businesses. We process and analyze hundreds of secured personal loan applications daily and follow up with clients. Join a sociable, adrenaline-fueled team. Collaboration and versatility are the key to our success. We are looking for an English-speaking candidate to serve the...
-
Financial Services Agent, Clientele
1 month ago
Québec, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site - More speicifically, you will be required to: - 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...
-
Customer service agent
5 days ago
Québec, Canada Équipements adaptés Physipro inc. Full timeExpanding company. Dynamic equis. Medical domain. Valuation. Possibility of advancement. Flexible hours. Do you want to live a new work experience where respect, flexibility, team spirit reign and where the human being is at the heart of the concerns of the company? Stop looking, we are hiring team players like you at Physipro! Physipro is a Sherbrooke team...
-
Customer service agent
2 days ago
Québec, Canada Équipements adaptés Physipro inc. Full timeExpanding company. Dynamic equis. Medical domain. Valuation. Possibility of advancement. Flexible hours. Do you want to live a new work experience where respect, flexibility, team spirit reign and where the human being is at the heart of the concerns of the company? Stop looking, we are hiring team players like you at Physipro! Physipro is a Sherbrooke team...
-
Customer service agent
7 days ago
Québec, Canada Équipements adaptés Physipro inc. Full timeExpanding company. Dynamic equis. Medical domain. Valuation. Possibility of advancement. Flexible hours. Do you want to live a new work experience where respect, flexibility, team spirit reign and where the human being is at the heart of the concerns of the company? Stop looking, we are hiring team players like you at Physipro! Physipro is a Sherbrooke team...
-
Agent D’expérience Client
1 month ago
Québec, Canada Alorica Full timeLes agents prendront les appels entrants du service à la clientèle des clients financiers actuels et potentiels d'une banque virtuelle. **APPRENEZ À CONNAÎTRE ALORICA** Chez Alorica, nous ne faisons qu'une chose: améliorer la vie, une interaction à la fois. Nous sommes un leader mondial en matière de service et d'expérience client, au service des...
-
Member/client Services Agent
5 days ago
Québec, Canada Desjardins Full timeAt 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...
-
Agente en Investissements
5 days ago
Québec, Canada Financial Horizons Group Full timeVoulez-vous plus qu'un emploi, voulez-vous une carrière? Considérez-vous que vous avez de solides compétences en communication ? Vous avez un sens aigu de l'organisation ? Si « oui » est la seule réponse qui vous vient à l'esprit, vous pourriez être la prochaine **Agente en investissements** à rejoindre la famille Financière Horizons ! Ce poste...
