Client Financial Services Agent

2 weeks ago

SaintAnselme, 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 hybrid 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

Caisse Desjardins de Bellechasse

Trade Union

Non Syndiqué

Unposting Date

2023-03-13

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.

  • 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...

  • 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...

  • Agent-conseil ou agente-conseil, Expérience membre et client

    7 days ago

    Saint-Anselme, Canada Desjardins Full time

    Temporary position for 17 months 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...

  • Emploi Étudiant, Agent-conseil ou agente-conseil, Expérience membre et client

    1 week ago

    Saint-Anselme, Canada Desjardins Full time

    Temporary position for 24 months On call 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...

  • 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...

  • 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...

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

    1 week ago

    Saint-Anselme, 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

    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...

  • Stage Rémunéré

    4 weeks ago

    Saint-Anselme, Canada Synagri Full time

    AGENT(E) AUX SERVICES AGRONOMIQUES Tu te cherches un stage pour l’été 2024? Tu es passionné d’agriculture et désires mettre en pratique tes connaissances ? Nous avons une opportunité pour toi ! **SOMMAIRE DU RÔLE** **TES PRINCIPAUX DÉFIS** - Supporter les équipes lors des suivis aux champs - Prendre part aux dépistages, prélèvements et...

  • 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...

  • 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...

  • 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...

  • 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...

  • Agent(e) service aux clients(place d'affaires Montréal)

    3 weeks ago

    Saint-Jean-sur-Richelieu, Canada Logistik Unicorp Inc Full time

    Agent(e) service aux clients(place d'affaires Montréal) Nous sommes présentement à la recherche d'un/une agent(e) service aux clients pour notre bureau situé à Montréal. Afin de répondre aux besoins d’un nouveau client, le/la titulaire du poste assurera la coordination d’un ensemble de tâches administratives pour la gestion du nouveau programme...

  • Agent(e) - Soutien aux opérations

    7 days ago

    Saint-Anselme, Canada Caisse Desjardins de Bellechasse Full time

    À la fois près de la nature et à proximité de Lévis, la Caisse Desjardins de Bellechasse compte plus de 110 employés répartis dans huit centres de services. La Caisse fait partie d’une coopérative de services financiers qui apporte une réelle contribution à son milieu grâce à son équipe dynamique. Avec un actif de près de 1,9 milliard de...

  • Agent(E) - Services Financiers - Clientèle

    4 weeks ago

    Saint-Constant, 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...