Client Financial Services Agent

2 weeks ago

Quebec City, 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 ybrid 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 des Chutes Montmorency

Trade Union

Non Syndiqué

Unposting Date

2023-03-3

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.

  • Client Financial Services Agent

    4 weeks ago

    Quebec City, 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) - Services Financiers - Clientèle

    3 days ago

    Quebec City, 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 Au Service à La Clientèle

    7 days 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- R7994 Titre d'emploi: Agent au service à la clientèle - Espace Client Statut: Temporaire (Durée déterminée) Sommaire: Plusieurs postes disponibles - Salaires débutant à 23,63$/h + prime d'anglais! Mettre les clients au centre...

  • Advisory Agent

    7 days ago

    Quebec City, 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

    8 hours ago

    Quebec City, Canada Desjardins Full time

    Temporary position for 3 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...

  • Member and Client Experience Advisory Agent

    7 days ago

    Quebec City, Canada Desjardins Full time

    . - 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 financial empowerment. You promote...

  • Advisory Agent Member and Client Experience

    6 days ago

    Quebec City, Canada Desjardins Full time

    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 financial empowerment. You promote the organization's cooperative values through the support you provide....

  • Advisory Agent Member and Client Experience

    3 days ago

    Quebec City, Canada Desjardins Full time

    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 financial empowerment. You promote the...

  • Advisory Agent

    7 days ago

    Quebec City, 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

    3 days ago

    Quebec City, 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 weeks ago

    Quebec City, 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 weeks ago

    Quebec City, 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 Au Service à La Clientèle

    4 weeks 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- 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...

  • Advisory Agent

    4 weeks ago

    Quebec City, Canada Desjardins Full time

    As a member and client experience advisory agent, at caisse de Charlesbourg , 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 cooperative values...

  • Advisory Agent

    7 days ago

    Quebec City, 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

    7 days ago

    Quebec City, 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 ou agente, Services financiers, Clientèle

    1 week ago

    Québec 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...

  • Advisory Agent, Member and Client Experience

    7 days ago

    Quebec City, 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 Beauport , 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...

  • Spécialiste Relation Clients

    4 weeks ago

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

    Vous êtes un passionné de service à la clientèle et rêvez d’une carrière stimulante dans le domaine des services financiers ? Vous aimez travailler en équipe et être en mode solution ? Ce poste est pour vous ! En effet, notre équipe d’épargne et de retraites individuelles est à la recherche d’un Agent de service à la clientèle. En plus...

  • Agent Service Aux Clients

    4 days ago

    Quebec City, Canada Essor Assurances Placements Conseils Inc. Full time

    DESCRIPTION DE L'OFFRE **Agent service aux clients** **Référence ASCPart** **Type d'emploi**:Permanent **Type de poste**:Temps plein **Horaire**: Du lundi au vendredi de 8h30 à 16h30 dont 2 soirs de 12h00 à 20h00 **Lieu de travail possible**: _Baie St-Paul, Granby, Laval, Laurier-Station, La Malbaie, Lévis, Magog, Montréal, Montréal Pointe au...