Financial Services Representative
1 month ago
As a key member of our team, you will be responsible for providing exceptional customer service to our members and clients. Your primary objective will be to optimize their financial health by understanding their specific needs and addressing them effectively.
Main Responsibilities:
- Support members and clients by informing them about existing applications and tools that can help them manage their finances independently.
- Welcome members and clients warmly and courteously, quickly assessing their needs to direct them to the appropriate resources or services.
Key Opportunities:
- Collaborate with personal finance advisors to improve the service offered to members, focusing on administrative, sales, and service aspects.
- Attend to members' investment and financing needs, ensuring quality service and meeting their expectations.
- Meet the needs of members by developing strategies and offering investment, financing, and insurance products.
What We Offer:
- 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
What You Bring:
Regardless of your experience or education, if you're interested in working in the financial services industry, we encourage you to submit your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute provides a unique opportunity to receive training for a career aligned with your skills, goals, and education.
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