Client Financial Services Agent
2 months ago
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 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 condition- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 1
**Qualifications**:
- Attestation of Collegial Studies- A minimum of 3 years of relevant experience
Please note that other combinaisons 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 standards
Desjardins 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 La Tuque
Trade Union
CAISSE DE LA TUQUE (T: 10103)
Unposting Date
2024-04-4
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.
-
Financial Services Agent
4 days ago
La Tuque, Canada Desjardins Full timeAt 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
1 month ago
La Tuque, Canada Desjardins Full timeAt 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
1 month ago
La Tuque, Canada Desjardins Full timeAt 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
7 days ago
La Prairie, Canada Desjardins Full timeAt 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
1 month ago
La Tuque, Canada Desjardins Full timeAt 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...
-
Agente ou Agent de Service Social
4 days ago
La Tuque, Canada Centre de services scolaire de l'Énergie Full timeNous sommes à la recherche d'un(e) **agent ou agente de service social** pour un projet de partenariat visant à soutenir les besoins des jeunes de 4 à 12 ans et leur famille. Le service ACIM (agent de concertation et d'intervention multisectorielle) s'appuie sur une approche écosystémique visant la collaboration des différents milieux oeuvrant auprès...
-
La Tuque, Canada Desjardins Full timeChez 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...
-
Agent(E) - Services Financiers - Clientèle
4 days ago
La Tuque, Canada Desjardins Full timeChez 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 Développement
4 days ago
La Tuque, Canada Centre de services scolaire de l'Énergie Full timeNous sommes à la recherche d'un(e) **agent ou agente de développement.** **Lieu de travail** Formation continue et services aux entreprises, École Forestière de La Tuque **Nature du travail** L’emploi d’agente ou agent de développement comporte plus spécifiquement la recherche, l’analyse et le développement d‘activités reliées à une...
-
Agent(E) - conseil - Expérience Membre Et Client
1 month ago
La Tuque, Canada Desjardins Full timeChez 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...
-
Agent(E) - conseil - Expérience Membre Et Client
1 month ago
La Tuque, Canada Desjardins Full timeChez 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...
-
Agency Support Agent
4 days ago
La Prairie, Canada iA Groupe financier iA Financial Group Full timeAdministrative support/full time, permanent/100% presence at the La Prairie office_ Do you have a talent for maintaining professional relationships built on trust and would you like to invest in a continuously evolving network? Are you passionate and committed to delivering a superior experience with the sales force and your clients? If so, this position is...
-
Emplois en services financiers
4 weeks ago
La Prairie, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position...
-
Agent(E) - conseil - Expérience Membre Et Client
1 month ago
La Tuque, Canada Desjardins Full timeChez 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
1 month ago
La Prairie, Canada Desjardins Full timeAt 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
1 month ago
La Sarre, Canada Desjardins Full time. As a member and client experience advisory agent at Caisse Desjardins de l’Abitibi-Ouest , 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 organization's...
-
Advisory Agent, Member and Client Experience
1 month ago
La Malbaie, Canada Desjardins Full time. As a member and client experience advisory agent, at the Caisse Desjardins Charlevoix-Est 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 organization's...
-
Advisory Agent
2 months ago
La Sarre, Canada Desjardins Full timeAt 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 de Sécurité
3 days ago
La Tuque, Canada GardaWorld Full time**Prêt à revêtir l'uniforme?**: Plus qu'un emploi - 26% de nos employés corporatifs chez GardaWorld ont commencé comme employés de première ligne. Si vous avez l'esprit d'entreprise et que vous êtes ambitieux, ce pourrait être le début de votre carrière chez GardaWorld ! Nous élargissons nos rangs dans la ville de Québec ! Grâce à notre...
-
Agent(E) - conseil - Expérience Membre Et Client
2 months ago
La Tuque, Canada Desjardins Full timeChez 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...
