Financial Services Agent

3 weeks ago

Granby, 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 clientele and financial services agent, you work closely with advisors by providing tailored support to members and clients in your field.

You support advisors in providing services and maintaining 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. With your well-honed interpersonal skills and effective communications, you ensure member and client satisfaction and quality service delivery, in accordance with the organization’s standards and procedures.

You play a big part in supporting business development by helping to serve members and clients, performing those tasks that entails and providing superior-quality customer service.

You make offers in connection with day-to-day activities and sales support related to products and services to meet member and client needs and expectations in accordance with current strategies and practices. Your ability to tailor your approach as the situation dictates is a great asset.

General Information on the Position

Main responsibilities- Handle member and client requests. Carry out the necessary steps and research, and propose tailored solutions.-
- Be attentive to and propose solutions to meet members’ and clients’ needs and expectations.- Help members and clients choose and effectively use tools and alternate channels offering greater freedom and automation.- Capture business opportunities and take part in sales development through various initiatives.- Other combinations of qualifications and relevant experience may be considered

Other working conditions- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Attestation of College Studies in a related field- A minimum of 3 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge- Understand financial documents used in the field of wealth management.- All products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks.- Integration of financial data into systems.- Notions of compliance with legislation respecting the distribution of financial products and services.- Good grasp of the philosophy and fundamentals of a financial services cooperative.- Operational procedures for financing and investment activities.- Operational procedures for convenience services and products as well as automated and assisted transactions.- Operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing.- Desjardins business processes (e.g., sales, solicitation and negotiation processes).- Service standards.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Interpersonal Savvy, Situational adaptability

Work Location

Service Signature Desjardins (SSD) Richelieu-Yamaska

Trade Union

Non Syndiqué

Unposting Date

2023-03-30

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.

  • Customer Service Agent

    4 days ago

    granby, Canada Exodus Suretyship Full time

    Join our young team of Granby at Exodus Suretyship Inc. a business with more than 11 years of experience in the short term loans services in Canada.The agent must answer incoming calls to help our clients fill out they're financial request and call those same clients back later on to perform a close

  • Customer Service Agent

    4 days ago

    Granby, Canada Exodus Suretyship Full time

    Join our young team of Granby at Exodus Suretyship Inc. a business with more than 11 years of experience in the short term loans services in Canada. The agent must answer incoming calls to help our clients fill out they're financial request and call those same clients back later on to perform a close follow up with them. He must also reply to emails and...

  • Customer Service Agent

    4 days ago

    Granby, Canada Exodus Suretyship Full time

    Join our young team of Granby at Exodus Suretyship Inc. a business with more than 11 years of experience in the short term loans services in Canada. The agent must answer incoming calls to help our clients fill out they're financial request and call those same clients back later on to perform a close follow up with them. He must also reply to emails and...

  • Customer Service Agent

    5 days ago

    Granby, Canada Exodus Suretyship Full time

    Join our young team of Granby at Exodus Suretyship Inc. a business with more than 11 years of experience in the short term loans services in Canada. The agent must answer incoming calls to help our clients fill out they're financial request and call those same clients back later on to perform a close follow up with them. He must also reply to emails and...

  • Agent - financial management analyst

    3 weeks ago

    granby, Canada Services administratifs SB Full time

    Les Services Administratif SB is a company specializing in services to financial businesses.We process and analyze hundreds of secured personal loan applications daily and follow up with clients.Join a sociable, adrenaline-fueled team. Collaboration and versatility are the key to our success.We are

  • Agent(E) Service à La Clientèle

    2 months ago

    Granby, Canada Services Financiers Athena Inc. Full time

    **AGENT(E) SERVICE CLIENTS** **DESCRIPTION**: Services Financiers Athena est une entreprise en pleine expansion qui se spécialise dans le domaine du courtage en prêts personnels de type microcrédit pour le marché québécois et canadien. Nos valeurs : Outre le travail d’équipe qui est à la base de notre culture d’entreprise, nous valorisons entre...

  • Agent(E) Service à La Clientèle

    2 months ago

    Granby, Canada Services Financiers Athena Inc. Full time

    **AGENT(E) SERVICE CLIENTS** **DESCRIPTION**: Services Financiers Athena est une entreprise en pleine expansion qui se spécialise dans le domaine du courtage en prêts personnels de type microcrédit pour le marché québécois et canadien. Nos valeurs : Outre le travail d’équipe qui est à la base de notre culture d’entreprise, nous valorisons entre...

  • Agent / Agente Service à La Clientèle

    2 days ago

    Granby, Canada émergence - stratège de management de talents Full time

    **Description du poste** **Agent / Agente service à la clientèle** **Saint-Jean-sur-Richelieu | Télétravail** **Salaire : 40K à 50K** Tu veux faire partie d’une équipe allumée et passionnée ? Tu aimerais travailler dans un environnement stimulant et rempli de défis ? Notre partenaire œuvrant dans le domaine du service situé à Saint-Jean-sur...

  • Agent(E) - Services Financiers - Clientèle

    3 weeks ago

    Granby, 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...

  • Agente ou agent de bureau cl. principale

    1 week ago

    granby, Canada Centre de services scolaire du Val-des-Cerfs Full time

    Agent(e) de bureau, classe principale Service des ressources financières CSN 24-06-46 Le Centre de services scolaire du Val-des-Cerfs (CSSVDC) donne, par la présente, avis aux ­­­employés de soutien technique, administratif et éducatif du Val-des-Cerfs co­­­uverts par l'accréditation CSN , que

  • Agente ou agent de bureau cl. principale

    1 week ago

    granby, Canada Centre de services scolaire du Val-des-Cerfs Full time

    Agent(e) de bureau, classe principaleService des ressources financièresCSN 24-06-46Le Centre de services scolaire du Val-des-Cerfs (CSSVDC) donne, par la présente, avis aux ­­­employés de soutien technique, administratif et éducatif du Val-des-Cerfs co­­­uverts par l'accréditation CSN , que le post

  • Agente ou agent de bureau cl. principale

    1 week ago

    granby, Canada Centre de services scolaire du Val-des-Cerfs Full time

    Agent(e) de bureau, classe principaleService des ressources matérielles (volet opérations et approvisionnements)CSN 24-06-47Le Centre de services scolaire du Val-des-Cerfs (CSSVDC) donne, par la présente, avis aux employés de soutien technique, administratif et éducatif du Val-des-Cerfs couverts par

  • Agent - financial management analyst

    3 weeks ago

    Granby Central, Canada Services administratifs SB Full time

    Les Services Administratif SB is a company specializing in services to financial businesses. We process and analyze hundreds of secured personal loan applications daily and follow up with clients. Join a sociable, adrenaline-fueled team. Collaboration and versatility are the key to our success.We are looking for an English-speaking candidate to serve the...

  • Agent/agente de Sécurité

    2 weeks ago

    Granby, Canada Radar Sécurité Full time

    **Durée de l'emploi**: Permanent **Langue de travail**: Français **Education**: Aucun certificat, diplôme ou grade **Expérience**: Expérience un atout Environnement de milieu de travail Climatisé Milieu de travail Centre hospitalier/médical ou clinique Service privé de sécurité Tâches Faire respecter les règlements pour maintenir l'ordre et...

  • Customer Service Agent

    4 days ago

    Granby, Quebec, J2G, La Haute-Yamaska, Canada Exodus Suretyship Full time

    Join our young team of Granby at Exodus Suretyship Inc. a business with more than 11 years of experience in the short term loans services in Canada. The agent must answer incoming calls to help our clients fill out they're financial request and call those same clients back later on to perform a close follow up with them. He must also reply to emails and...

  • Agent(E) - Services Financiers - Clientèle

    1 month ago

    Granby, 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...

  • Agente ou agent de bureau cl. principale

    2 weeks ago

    Granby, Canada Centre de services scolaire du Val-des-Cerfs Full time

    Agent(e) de bureau, classe principale Service des ressources financières CSN 24-06-46 Le Centre de services scolaire du Val-des-Cerfs (CSSVDC) donne, par la présente, avis aux ­­­employés de soutien technique, administratif et éducatif du Val-des-Cerfs co­­­uverts par l'accréditation CSN , que le poste ci-après décrit est...

  • Agente ou agent de bureau cl. principale

    1 week ago

    Granby, Canada Centre de services scolaire du Val-des-Cerfs Full time

    Agent(e) de bureau, classe principale Service des ressources financières CSN 24-06-46 Le Centre de services scolaire du Val-des-Cerfs (CSSVDC) donne, par la présente, avis aux ­­­employés de soutien technique, administratif et éducatif du Val-des-Cerfs co­­­uverts par l'accréditation CSN , que le poste ci-après décrit est...

  • Agent(E) Service à La Clientèle

    2 months ago

    Granby, Canada ÉCOLE DE CONDUITE TECNIC Full time

    **Agent(e) service à la clientèle** Vous verrez, c’est gratifiant de faire la différence auprès des jeunes dans un moment charnière de leur vie! **En devenant agent(e) service à la clientèle chez Tecnic**: - Jouez un rôle essentiel, au sein de notre entreprise, en conseillant nos clients ; - Travaillez dans une ambiance chaleureuse ; -...

  • Agente ou agent de bureau cl. principale

    2 weeks ago

    Granby, Canada Centre de services scolaire du Val-des-Cerfs Full time

    Agent(e) de bureau, classe principale Service des ressources financières CSN 24-06-46 Le Centre de services scolaire du Val-des-Cerfs (CSSVDC) donne, par la présente, avis aux ­­­employés de soutien technique, administratif et éducatif du Val-des-Cerfs co­­­uverts par l'accréditation CSN, que le poste ci-après décrit est...