Financial Services Representative
1 month ago
The ideal candidate will work closely with account managers to foster strong business relationships with clients and members by providing sales support and administrative assistance. This role requires a strong understanding of financial services and products, as well as excellent communication and interpersonal skills.
Key Responsibilities- Collaborate with account managers to identify sales opportunities and develop strategies to meet client needs.
- Provide administrative support, including preparing and delivering presentations, and assisting with sales activities.
- Build and maintain strong relationships with clients and members through regular communication and follow-up.
- Contribute to business development by participating in sales activities and identifying new business opportunities.
- Ensure accurate and timely completion of documentation and follow-up activities.
- Stay up-to-date on financial services and products, and provide expert advice to clients and members.
- Attestation of Collegial Studies or equivalent.
- Minimum of three years of relevant experience in financial services.
- Strong knowledge of French language.
- Ability to create financial statements and enter data into systems.
- Knowledge of products and services offered by Desjardins and competitors.
- Excellent communication and interpersonal skills.
- Competitive salary and annual bonus.
- Four weeks of flexible vacation starting in the first year.
- Defined benefit pension plan.
- Group insurance, including telemedicine.
- Reimbursement of health and wellness expenses and telework equipment.
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Financial Services Representative
1 week ago
Brossard, Quebec, Canada Desjardins Full timeThe role of Financial Services Representative at Desjardins involves working closely with account managers to maintain strong business relationships with members and clients. Key responsibilities include:Supporting account managers in sales activities, such as meeting with clients to obtain signatures and presenting financial products and services.Assisting...
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Financial Services Representative
2 months ago
Brossard, Quebec, Canada Desjardins Full time{"title": "Financial Services Representative", "content": "Job SummaryThe Financial Services Representative will work closely with account managers to maintain business relationships with members and clients by providing sales support activities. The ideal candidate will have a strong understanding of financial services and be able to communicate effectively...
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Financial Services Representative
2 weeks ago
Brossard, Quebec, Canada Desjardins Full timeThe Financial Services Representative will work closely with account managers to maintain business relationships with members and clients by providing sales support. Key responsibilities include:Completing documentation following appointments with members and clients, including obtaining signatures and answering questions related to operations and product...
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Financial Services Representative
3 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Desjardins. As a key member of our sales support team, you will play a crucial role in maintaining business relationships with members and clients by providing exceptional customer service and support.Key ResponsibilitiesCollaborate with...
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Financial Services Representative
3 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Desjardins. As a key member of our sales support team, you will play a crucial role in maintaining business relationships with members and clients by providing exceptional customer service and support.Key ResponsibilitiesCollaborate with...
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Financial Services Representative
1 month ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Desjardins. As a key member of our sales support team, you will work closely with account managers to build and maintain strong relationships with our members and clients.Key ResponsibilitiesProvide exceptional customer service by meeting...
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Financial Services Representative
1 month ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Desjardins. As a key member of our sales support team, you will work closely with account managers to build and maintain strong relationships with our members and clients.Key ResponsibilitiesProvide exceptional customer service by meeting...
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Financial Services Representative
1 week ago
Brossard, Quebec, Canada BMO Full timeJob SummaryAs a Financial Services Representative at BMO, you will play a key role in delivering exceptional customer service and providing advice and guidance on financial solutions that meet the needs of our customers. You will work collaboratively with our team to identify customer needs and provide tailored solutions that address both sales and service...
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Financial Services Representative
4 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
4 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
1 month ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe ideal candidate will work closely with account managers to foster strong business relationships with clients and members by providing sales support and administrative assistance. This role requires a strong understanding of financial services and products, as well as excellent communication and interpersonal skills.Key...
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Financial Services Representative
4 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
4 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
1 month ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe ideal candidate will work closely with account managers to foster strong business relationships with clients and members by providing sales support and administrative assistance. This role requires a strong understanding of financial services and products, as well as excellent communication and interpersonal skills.Key...
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Financial Services Representative
4 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
4 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
1 month ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
4 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
3 weeks ago
Brossard, Quebec, Canada Desjardins Full timeJob SummaryThe Financial Services Agent, Clientele role is a key position within our organization, responsible for maintaining business relationships with members and clients. This involves collaborating with account managers to provide sales support and ensure seamless transactions.Key ResponsibilitiesSupport account managers in maintaining business...
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Financial Services Representative
2 months ago
Brossard, Quebec, Canada Desjardins Full timeAbout the RoleThe Financial Services Agent, Clientele role at Desjardins is a dynamic position that requires a strong understanding of business operations and a passion for building relationships with clients. As a key member of our team, you will work closely with account managers to maintain and grow business relationships with members and clients.Key...