Financial Services Agent
2 weeks ago
We are seeking a highly skilled Client Financial Services Agent to join our team at Desjardins. As a Client Financial Services Agent, you will work closely with advisors to provide personalized support to members and clients, helping them achieve their financial goals.
Key Responsibilities- Handle client requests and provide solutions that meet their needs and expectations.
- Assist colleagues in managing their agenda and emails, ensuring seamless communication and collaboration.
- Be attentive to the needs of members and clients, recommending solutions that align with their goals and objectives.
- Help members and clients choose and utilize financial tools and channels that suit their level of independence and automation.
- Identify business opportunities and participate in sales development initiatives to drive growth and revenue.
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Advanced proficiency in English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members, and/or clients
- 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
- Available to travel between various Caisse service points
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Montreal, Quebec, Canada Mouvement Desjardins Full timeRejoignez notre équipe de professionnels du domaine financierEn tant que Agent ou agente, Services financiers, Clientèle, vous serez chargé(e) de fournir un excellent service à nos membres. Vous devrez être à l'écoute de leurs besoins et les aider à atteindre leurs objectifs financiers.Compétences requisesCompétences en communication et en...
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Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Customer Service Agent to join our team at National Bank. As a Customer Service Agent, you will play a critical role in supporting our clients with their financial needs, including personal loans, lines of credit, and mortgages.Key ResponsibilitiesProvide exceptional customer service to clients via phone, email,...
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Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Customer Service Agent to join our team at National Bank. As a Customer Service Agent, you will play a critical role in supporting our clients with their financial needs, including personal loans, lines of credit, and mortgages.Key ResponsibilitiesProvide exceptional customer service to clients via phone, email,...
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Client Financial Services Representative
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleWe are seeking a highly skilled Client Financial Services Agent to join our team at Desjardins. As a Client Financial Services Agent, you will work closely with advisors to provide personalized support to members and clients, helping them achieve their financial goals.Key ResponsibilitiesHandle client requests and provide solutions that meet...
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Client Financial Services Representative
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleWe are seeking a highly skilled Client Financial Services Agent to join our team at Desjardins. As a Client Financial Services Agent, you will work closely with advisors to provide personalized support to members and clients, helping them achieve their financial goals.Key ResponsibilitiesHandle client requests and provide solutions that meet...
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Montreal, Quebec, Canada National Bank Full timeAbout the RoleAs a Customer Service Agent for National Bank's call centres, you'll play a vital role in supporting our clients with their financial needs, including personal loans, lines of credit, and mortgages.Your Key ResponsibilitiesProvide exceptional listening and advisory skills to clients, ensuring a positive impact on their financial...
