Financial Services Agent

2 months ago

BaieComeau, Canada Desjardins Full time

The 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 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. 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 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- What you bring to the table- Attestation of Collegial Studies-
- A minimum of two 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#LI-Onsite

Trade Union

CAISSE DE BAIE-COMEAU (T: 20284)

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 Family

Member/client sales and service (FG)

Unposting Date

2024-06-30

  • Financial Services Agent

    1 week ago

    Baie-Comeau, 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...

  • Financial Services Agent

    1 month ago

    Baie-Comeau, 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 ou Agente, Services Financiers, Clientèle

    2 months ago

    Baie-Comeau, Canada Desjardins Full time

    Le mode de travail s’appliquant au poste est temps plein sur site À titre d’agent(e) en services financiers à la clientèle, 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 prestation de service et le maintien de...

  • Agent(E) - Services Financiers - Clientèle

    1 week ago

    Baie-Comeau, 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...

  • Advisory Agent

    2 months ago

    Baie-Comeau, 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

    2 months ago

    Baie-Comeau, 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...

  • Member and Client Experience Advisory Agent

    2 months ago

    Baie-Comeau, 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 à La Clientèle

    2 months ago

    Baie-Comeau, Canada Centre commercial Manicouagan Full time

    _Le Groupe de sociétés Westcliff est une des plus importantes sociétés privées dans le domaine de l’immobilier commercial au Canada. Nos activités intégrées en investissements, développement et en gestion font notre succès._ **Agent(e) service à la clientèle de fin de semaine au Centre Manicouagan** Nous sommes à la recherche d’un ou...

  • Agente ou Agent de Secrétariat

    4 weeks ago

    Baie-Comeau, Canada MINISTÈRE DE LA SÉCURITÉ PUBLIQUE Full time

    **Vous possédez un bon jugement et un sens de l’organisation des priorités?** **Nous avons une place pour vous dans notre belle équipe!** **Titre du poste **:Agente ou agent de secrétariat **Un emploi régulier est à pourvoir au 1191 boulevard Laflèche, 2ième étage à Baie-Comeau** **Ministère de la Sécurité publique **:Sous-ministériat des...

  • Advisory Agent

    1 month ago

    Baie-Comeau, 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

    2 months ago

    Baie-Comeau, 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

    2 weeks ago

    Baie-Comeau, 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

    2 months ago

    Baie-Comeau, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site As a member and client experience advisory agent, 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 helping them with their financial empowerment. You promote the...

  • Customer Service Representative

    3 weeks ago

    Baie-Comeau, Canada BMO Financial Group Full time

    321 boulevard Lasalle Baie Comeau Quebec,G4Z 2L5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    5 days ago

    Baie-Comeau, Canada BMO Financial Group Full time

    321 boulevard Lasalle Baie Comeau Quebec,G4Z 2L5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Agente ou Agent de Secrétariat

    2 months ago

    Baie-Comeau, Canada Ministère des Transports et de la Mobilité durable Full time

    Vous aimeriez faire la différence dans une équipe stimulante, opérationnelle et dont les défis sont concrets ? Vous êtes une personne organisée et aucun détail ne vous échappe ? Encore une minute de lecture pour savoir si ce poste est fait pour vous ! **Agente ou agent de secrétariat - réceptionniste** - **Direction générale **:Direction...

  • Agente ou Agent de Secrétariat- Réceptionniste

    2 months ago

    Baie-Comeau, Canada Ministère des Transports et de la Mobilité durable Full time

    Vous aimeriez faire la différence dans une équipe stimulante, opérationnelle et dont les défis sont concrets ? Vous êtes une personne organisée et aucun détail ne vous échappe ? Encore une minute de lecture pour savoir si ce poste est fait pour vous ! **Agente ou agent de secrétariat - réceptionniste** - **Direction générale **:Direction...

  • Agent de Sécurité, Baie-comeau

    1 month ago

    Baie-Comeau, Canada GardaWorld Full time

    **Prêt à revêtir l'uniforme?**: Malgré les défis de la dernière année, nous élargissons nos rangs sur la Côte Nord maintenant plus que jamais ! Grâce à notre grande variété de contrats, vous pouvez être sûr que nous avons un poste qui répondra à vos besoins et à vos objectifs. Rejoignez notre équipe de professionnels dévoués et hautement...

  • Agent(e) de sécurité

    2 months ago

    Baie-Comeau, Canada GardaWorld Full time

    Prêt à revêtir l’uniforme ?GardaWorld est à la recherche d'un(e) agent(e) de sécurité dynamique et motivé(e) pour rejoindre notre équipe à Baie-Comeau. En tant qu'agent(e) de sécurité, vous serez responsable de protéger les biens et les personnes, d'assurer la sécurité des lieux, et de répondre aux situations d'urgence.Qu'est-ce que vous y...

  • Agent(e) de sécurité

    2 weeks ago

    Baie-Comeau, Canada GardaWorld Full time

    Prêt à revêtir l’uniforme ?GardaWorld est à la recherche d'un(e) agent(e) de sécurité dynamique et motivé(e) pour rejoindre notre équipe à Baie-Comeau. En tant qu'agent(e) de sécurité, vous serez responsable de protéger les biens et les personnes, d'assurer la sécurité des lieux, et de répondre aux situations d'urgence.Qu'est-ce que vous y...