Financial Services Agent, Clientele

2 months ago


Quebec City, Canada Desjardins Full time

As a Financial services Agent, Clientele, 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. More specifically, 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 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 requiredCommunicates effectively, Interpersonal Savvy, Situational adaptability

LI-Hybrid

Trade Union

Non-unionized

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

2024-10-27



  • Quebec City, 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...


  • Quebec City, 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...

  • Agent de Liaison

    1 month ago


    Quebec City, Canada Fix Auto Full time

    **Fix Auto **est à la recherche d'un** Agent de liaison!** Si vous êtes reconnu pour votre entregent et que vous cherchez à évoluer dans un environnement de travail au rythme rapide, cela pourrait être votre chance de vous lancer dans une belle carrière. En tant que **Agent de Liaison**, vous agirez en tant qu'ambassadeur de la marque et offrirez une...


  • Quebec City, Canada Société de Crédit Commercial Autochtone Full time

    TITRE DU POSTE : Agent(e) services financiers - LIEU DE TRAVAIL : 2936, rue de la Faune, Wendake (Québec) - POSTE RÉGULIER : Temps plein, 35 heures par semaine - DURÉE : 1 an avec possibilité de prolongation - SALAIRE : de 52 989 $ à 75 421 $ - ENTRÉE EN FONCTION : Novembre 2024 **Société de crédit commercial autochtone (SOCCA)** Société de...


  • Sherbrooke, Quebec, H1W, Montréal, Canada Équipements adaptés Physipro inc. Full time

    Expanding 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...


  • Quebec City, Canada Beneva Full time

    Titre d'emploi: Agent - service aux partenaires Statut: Régulier Sommaire: 2 postes disponibles Comme agent(e) - service aux partenaires, votre rôle consiste à assurer le service à la clientèle à nos partenaires, soit les conseillers en sécurité financière, les directeurs des ventes ainsi que les agents généraux de Beneva. Vous avez à cœur...


  • Quebec City, Canada Centre d’hébergement et de soins de longue durée Côté-Jardins inc. - Site Côté Jardins Full time

    Le _**Centre d’hébergement et de soins de longue durée Côté-Jardins inc.**_, possède deux installations à Saint-Augustin-de-Desmaures et à Sainte-Foy. Il accueille des adultes en perte d'autonomie fonctionnelle ou psychosociale). Milieu de travail bienveillant et dynamique, le bien-être des résidents et des employés est au cœur des...


  • Quebec City, Canada iA Groupe financier iA Financial Group Full time

    Investia / Montreal or Quebec / Hybrid or Remote / Permanent _ Are you known for being an excellent team player, very rigorous in your work and a good communicator? If so, we have a great opportunity for you at Investia! Under the supervision of the Director of Financing and Compensation, the Agent is responsible for planning, organizing, supervising and...


  • 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...


  • Quebec City, Canada iA Groupe financier iA Financial Group Full time

    **Employeur**: Prysm assurances générales inc. - **Bureau**: 1080, Grande Allée Ouest - **Principal lieu de travail**: Québec, Québec - **Domaines d'activité**: Service à la clientèle et soutien administratif - **Numéro du poste**: JR10021370 - **Type d'emploi**: Emploi permanent - **Postulez avant le**: 2024-10-25 Chez CAA, tu y découvriras un...

  • Helpdesk Agent

    2 months ago


    Québec City, Canada Momentum Financial Services Group_new Full time

    Job DescriptionThe Helpdesk agent reports to the helpdesk managers and is responsible for providing high levels of support to corporate and retail users, ensuring that all customer requests and issues are handled in a timely and professional manner. This role includes call and chat handling, resolving customer issues, supporting mobility and office devices,...


  • Quebec City, Canada La Capitale Financial Security Full time

    locations- Québec, Québec- Longueuil, Québec- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- R2468 Titre d'emploi: Agent au service à la clientèle - Assurance collective Statut: Régulier Sommaire: Plusieurs postes disponibles - Salaire débutant à 25,34$/h + prime d'anglais! Vous aimez le contact direct avec les...

  • Agent D'administration

    5 months ago


    Quebec City, Canada Beneva Full time

    Titre d'emploi: Agent d'administration Statut: Régulier Sommaire: Vous avez un intérêt pour le domaine financier et une passion pour les chiffres? Voici un beau défi dans notre équipe d'assurance individuelles et services financiers. En quoi consiste une journée typique comme agent(e) d'administration ? Elle consiste à traiter les transactions dans...

  • Agent de Facturation

    6 months ago


    Quebec City, Canada La Capitale Financial Security Full time

    locations- Québec, Québec- Longueuil, Québec- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- R7468 Titre d'emploi: Agent de facturation Statut: Régulier Sommaire: - horaire hybride: un soir par semaine jusqu'à 20h._ Vous assurez le service à la clientèle, conformément à la politique orientation client de...


  • Quebec City, Canada Northbridge Financial Corporation Full time

    When our clients have a question, we need an exceptional Client Service Representative to manage the relationship and provide excellent customer service ensuring that every interaction is a great experience, with efficient flawless service standards. The most important characteristics for our CSR’s are attention to detail and communication, working in a...


  • Quebec City, Canada Beneva Full time

    Titre interne officiel: Agent d'administration Statut: Temporaire (Durée déterminée) Sommaire: Poste temporaire jusqu'au 30 avril 2025 En quoi consiste une journée typique comme agent(e) d'administration ? Elle consiste à traiter les transactions dans les prêts ou les véhicules de placement tels que : les comptes à intérêt garanti, les fonds...


  • Quebec City, Canada Desjardins Full time

    À titre d’agent(e) en services financiers à la clientèle à la Caisse Desjardins de l'Éducation, 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 la relation d’affaires. Vous...


  • Quebec City, Canada Special Interim Inc. Full time

    **Durée de l'emploi**: Permanent **Langue de travail**: Français **Heures de travail**: 15 à 40 heures par semaine **Education**: Diplôme d'études secondaires ou l'équivalent **Expérience**: Expérience un atout ou experience équivalente Milieu de travail Divers lieux de travail Centre hospitalier/médical ou clinique Hôtel, motel, centre de...


  • King City, Canada Dumitru Pitu - Desjardins Insurance Agent Full time

    **Insurance Customer Service Representative - Desjardins Insurance Agent Team Member**: **Commission-Based - Remote** Location: Richmond Hill Type: Full Time **Position Overview**: Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. We seek an energetic...

  • Insurance Agent

    6 months ago


    King City, Canada Anna Raeli Insurance Agency Full time

    **Position Overview** Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Insurance Sales Representative - Desjardins Insurance Agent Team Member. **Responsibilities** Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. - Work with the...