Client Financial Services Agent

2 weeks ago

Saintdamiendebuckland, 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 ybrid work #LI-Hybrid-
- Number of jobs available : 1- Qualifications- Attestation of College Studies in a related field-
- A minimum of three 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- 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

10, rue de l'Église Saint-Damien-de-Buckland

Trade Union

CAISSE DE MONT ET VALLÉES DE BELLECHASSE (T: 20034)

Unposting Date

2023-03-1

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.

  • Agent(E) - conseil - Expérience Membre Et Client

    4 weeks ago

    Saint-damien-de-buckland, Canada Desjardins Full time

    Chez Desjardins, on croit à l’équité, à la diversité et à l’inclusion. Nous nous engageons à accueillir toutes les personnes, à les considérer et à les valoriser pour ce qu’elles sont, à nous enrichir de leurs différences et de leur unicité et, surtout, à leur offrir un environnement de travail où elles seront bien. Pour nous, la...

  • Client Financial Services Agent

    1 week ago

    Saint-Hyacinthe, 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...

  • Représentant succès client

    5 days ago

    Saint-Damien-de-Buckland, Canada IPL North America Full time

    Assurer une expérience client de " classe mondiale " en se spécialisant dans la facilitation des attentes des clients, internes et externes, tout en établissant des relations, du point de vente à la livraison des produits et des services d'IPL. Cette personne jouera un rôle déterminant dans l'exécution des processus liés au soutien des ventes, au...

  • Représentant succès client

    2 weeks ago

    Saint-Damien-de-Buckland, Canada IPL North America Full time

    Assurer une expérience client de " classe mondiale " en se spécialisant dans la facilitation des attentes des clients, internes et externes, tout en établissant des relations, du point de vente à la livraison des produits et des services d'IPL. Cette personne jouera un rôle déterminant dans l'exécution des processus liés au soutien des ventes, au...

  • Représentant succès client

    2 weeks ago

    Saint-Damien-de-Buckland, Canada IPL North America Full time

    Assurer une expérience client de " classe mondiale " en se spécialisant dans la facilitation des attentes des clients, internes et externes, tout en établissant des relations, du point de vente à la livraison des produits et des services d'IPL. Cette personne jouera un rôle déterminant dans l'exécution des processus liés au soutien des ventes, au...

  • Agent(E) - Services Financiers - Clientèle

    4 days ago

    Saint-Constant, 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...

  • Advisory Agent

    1 week ago

    Saint-ephrem-de-beauce, 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...

  • Agent (E) Service Client

    4 weeks ago

    Saint-Thomas, Canada Harnois Energies Inc. Full time

    **HARNOIS ÉNERGIES RECHERCHE UN AGENT SERVICE CLIENT!** **On a plein d’avantages pour toi en tant qu'agent service client**: - Un programme de vacances débutant à 4 semaines; - Gamme d’avantages sociaux : REER collectif, assurance-groupe, rabais corporatifs, etc.; - Un programme d'aide aux employés et à leur famille; - Un comité Santé et...

  • Responsable Qualité Clients-Produits

    3 weeks ago

    Saint-Damien-de-Buckland, Canada Exo-s Full time

    Description du poste Relevant de la Directrice Qualité, le/la Responsable Qualité Clients-Produits jouera un rôle clé dans la garantie de l'excellence de nos produits du point de vue de la satisfaction client. Sa mission principale consistera à évaluer et améliorer continuellement la qualité des produits en tenant compte des retours clients,...

  • Agent service client

    2 weeks ago

    Saint-Augustin-de-Desmaures, Canada Extra Multi-Ressources Full time

    Nous sommes à la recherche pour un de nos clients situé dans le secteur de Saint-Augustin-de-Desmaures d'un(e) agent(e) service client pour un mandat variant de 4 à 8 semaines. Vous êtes dynamique et passionné par le service à la clientèle ? Ce poste est pour vous!DESCRIPTION DE LA FONCTIONOffrir un service client de qualité et demeurer à l'écoute...

  • Advisory Agent

    4 weeks ago

    Saint-Bruno-de-Montarville, 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...

  • Advisory Agent

    6 days ago

    Saint-Anselme, 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...

  • Advisory Agent

    5 days ago

    Saint-Lambert, 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...

  • Advisory Agent

    4 weeks ago

    Lourdes-de-blanc-sablon, 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...

  • Advisory Agent

    5 days ago

    Saint-Lambert, 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...

  • Advisory Agent

    4 days ago

    Saint-Laurent, 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...

  • Advisory Agent

    5 days ago

    Saint-Hyacinthe, 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...

  • Advisory Agent

    4 days ago

    Saint-Raymond, 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...

  • Préposé/préposée à La Salle à Manger

    4 weeks ago

    Saint-damien-de-buckland, Canada L'Oasis St-Damien Full time

    **Durée de l'emploi**: Permanent **Langue de travail**: Français **Education**: Diplôme d'études secondaires ou l'équivalent **Expérience**: 1 mois à moins de 7 mois Milieu de travail Milieu rural Tâches Transporter la vaisselle propre, les ustensiles et autres objets aux aires de service et dresser les tables Débarrasser et nettoyer des tables,...

  • Advisory Agent, Member and Client Experience

    5 days ago

    Saint-Hyacinthe, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, at the Caisse Desjardins de la Région de Saint-Hyacinthe you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and...