Financial Services Agent, Clientele

1 week ago

TroisRivières 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 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 equipmentWhat 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 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-Hybrid

Trade Union

CAISSE DE L'ÉDUCATION (T: 92204)

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

2024-10-1

  • 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...

  • Financial Services Agent, Clientele

    2 weeks ago

    Sainte-Adèle, QC, Canada Desjardins Full time

    Temporary position 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...

  • Financial Services Agent, Clientele

    4 weeks ago

    Sainte-Adèle, QC, 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...

  • Financial Services Agent, Clientele

    4 weeks ago

    Saint-André-Avellin, QC, 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...

  • Préposé, service a la clientele

    2 days ago

    trois-rivières, Canada RONA Full time

    Préposé, service a la clientele (S1) Langue English Français (CA) Postuler En travaillant au sein de la grande famille RONA, vous bénéficierez de nombreux avantages, comme : Un environnement de travail inclusif et sécuritaire Une sensibilité à l’équilibre travail-vie personnelle

  • Agent(e) d'intégration

    2 weeks ago

    Trois-Rivières, Quebec, Canada Cégep de Trois-Rivières Full time

    Job DescriptionWe are seeking candidates to fill a position as an integration agent. Under the supervision of the francization manager, the integration agent is responsible for planning and animating activities aimed at facilitating integration and full participation in Quebec society of adult immigrant learners of French.The person will be responsible...

  • Agent(e) d'intégration

    2 weeks ago

    Trois-Rivières, Quebec, Canada Cégep de Trois-Rivières Full time

    Job DescriptionWe are seeking candidates to fill a position as an integration agent. Under the supervision of the francization manager, the integration agent is responsible for planning and animating activities aimed at facilitating integration and full participation in Quebec society of adult immigrant learners of French.The person will be responsible...

  • Agente ou Agent de Bureau Classe 1

    4 weeks ago

    Trois-Rivières, QC, Canada Centre de services scolaire du Chemin-du-Roy Full time

    AGENTE OU AGENT DE BUREAU CLASSE 1 Service des ressources humaines | Rémunération Le Centre de services scolaire est à la recherche d’un ou d’une agente de bureau classe 1 pour l’équipe rémunération du Service des ressources humaines. Le rôle de la personne titulaire de ce poste consiste à accomplir divers travaux administratifs de nature...

  • Agent(e) d'intégration

    1 week ago

    Trois-Rivières, Quebec, Canada Cégep de Trois-Rivières Full time

    Job DescriptionWe are seeking candidates to fill a position as an Integration Agent.Under the supervision of the Francization Manager, the Integration Agent is responsible for planning and animating activities aimed at facilitating integration and full participation in Quebec society of adult immigrants in training.The person will be responsible...

  • Agent(e) d'intégration

    1 week ago

    Trois-Rivières, Quebec, Canada Cégep de Trois-Rivières Full time

    Job DescriptionWe are seeking candidates to fill a position as an Integration Agent.Under the supervision of the Francization Manager, the Integration Agent is responsible for planning and animating activities aimed at facilitating integration and full participation in Quebec society of adult immigrants in training.The person will be responsible...

  • Agent de service alimentaire rapide

    6 days ago

    Trois-Rivières, Quebec, Canada 9101-0322 quebec inc Full time

    9101-0322 Quebec inc est à la recherche d'un agent de service alimentaire rapide pour rejoindre son équipe. Voici les détails de l'emploi: **Éducation** * Pas de diplôme, certificat ou diplôme **Expérience** * L'expérience est un atout **Avantages sociaux** * Plan de soins de santé **Avantages financiers** * Gratuities **Durée de...

  • Agent de service alimentaire rapide

    6 days ago

    Trois-Rivières, Quebec, Canada 9101-0322 quebec inc Full time

    9101-0322 Quebec inc est à la recherche d'un agent de service alimentaire rapide pour rejoindre son équipe. Voici les détails de l'emploi: **Éducation** * Pas de diplôme, certificat ou diplôme **Expérience** * L'expérience est un atout **Avantages sociaux** * Plan de soins de santé **Avantages financiers** * Gratuities **Durée de...

  • Agent de service alimentaire rapide

    10 hours ago

    Trois-Rivières, Quebec, Canada 9101-0322 quebec inc Full time

    9101-0322 Quebec inc est à la recherche d'un agent de service alimentaire rapide pour rejoindre son équipe. Voici les détails de l'emploi: **Éducation** Pas de diplôme, certificat ou diplôme. **Expérience** L'expérience est un atout. **Avantages sociaux** Plan de soins de santé. **Avantages financiers** Gratifications. **Durée de...

  • Agent de service alimentaire rapide

    14 hours ago

    Trois-Rivières, Quebec, Canada 9101-0322 quebec inc Full time

    9101-0322 Quebec inc est à la recherche d'un agent de service alimentaire rapide pour rejoindre son équipe. Voici les détails de l'emploi: **Éducation** Pas de diplôme, certificat ou diplôme. **Expérience** L'expérience est un atout. **Avantages sociaux** Plan de soins de santé. **Avantages financiers** Gratifications. **Durée de...

  • Agent ou Agente, Services Financiers, Clientèle

    1 week ago

    Trois-Rivières, QC, 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...

  • Préposé, service a la clientele

    6 days ago

    trois-rivières, Canada RONA Full time

    Préposé, service a la clientele (S1) Langue English Français (CA) Postuler En travaillant au sein de la grande famille RONA, vous bénéficierez de nombreux avantages, comme : Un environnement de travail inclusif et sécuritaire Une sensibilité à l’équilibre travail-vie personnelle Des rabais exclusifs aux employé(e)s Des...

  • Guest Services Agent

    2 weeks ago

    Trois-Rivières, Quebec, Canada Delta Hotels Trois Rivieres Conference Centre Full time

    Front Desk Agent Join our team at Delta Hotels by Marriott and deliver exceptional service to our guests. As a Front Desk Agent, you will be the first point of contact for our guests and will be responsible for ensuring their stay is seamless and enjoyable. Key Responsibilities: Process guest check-ins, check-outs, room assignments, and room...

  • Agent d’assurance

    3 months ago

    Trois-Rivières, QC, Canada Promutuel Assurance Full time

    À propos du poste Vous exercerez votre emploi comme agent(e) en assurance de dommages des entreprises à l’un de nos bureaux situés à Sainte-Julie, Nicolet, Trois-Rivières, Baie-du-Febvre ou Sorel-Tracy, pour Promutuel Assurance Verchères-Les Forges. Des avantages qui changent tout : Rémunération concurrentielle avec échelles évolutives ...

  • Agentes ou Agents de Bureau Classe Principale

    4 weeks ago

    Trois-Rivières, QC, Canada Centre de services scolaire du Chemin-du-Roy Full time

    AGENTES OU AGENTS DE BUREAU CLASSE PRINCIPALE SERVICE DES RESSOURCES HUMAINES ÉQUIPE DE LA PRÉSENCE AU TRAVAIL Le Centre de services scolaire du Chemin-du-Roy est à la recherche de deux (2) agent.es de bureau classe principale. Le rôle de la personne titulaire de ce poste consiste à effectuer des opérations administratives associées à la gestion du...

  • Agente ou agent de bureau classe 1

    4 weeks ago

    Trois-Rivières, Canada Centre de services scolaire du Chemin-du-Roy Full time

    AGENTE OU AGENT DE BUREAU CLASSE 1Service des ressources humaines | Rémunération Le Centre de services scolaire est à la recherche d’un ou d’une agente de bureau classe 1 pour l’équipe rémunération du Service des ressources humaines. Le rôle de la personne titulaire de ce poste consiste à accomplir divers travaux administratifs de nature...