Agent ou agente, Services financiers, Clientèle

1 week ago

Montreal, Canada Desjardins Full time

The work mode arrangement for the position is full-time on siteAs 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. More specifically, you will be required to:Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.Help colleagues manage their agenda and emails.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.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentWhat you bring to the tableAttestation of Collegial Studies A minimum of three years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is required Understanding of financial documents used in asset managementKnowledge 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 competitorsKnowledge of integrating financial data into systemsKnowledge of compliance with An Act respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of operating procedures related to investment and financing activitiesKnowledge of operating procedures related to convenience products and services and automated and assisted transactionsKnowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financingKnowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)Knowledge of service standardsCommunicates effectively, Interpersonal Savvy, Situational adaptability#LI-OnsiteTrade Union (If applicable)

  • Agent ou agente, Services financiers, Clientèle

    3 days ago

    Montreal, Quebec, Canada Desjardins Full time $60,000 - $120,000 per year

    Temporary position for 12 monthsAs 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...

  • Agent ou agente, Services financiers, Clientèle

    9 hours ago

    Montreal, Quebec, Canada Desjardins Full time $50,000 - $90,000 per year

    Temporary position for 12 monthsAs 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...

  • Agent ou Agente à L’info-barreau

    1 week ago

    Old Montreal, Canada Barreau du Québec Full time

    **Agent ou agente à l’Info-Barreau**: **Le Barreau du Québec cherche son futur agent ou sa future agente à l’Info-Barreau pour un poste permanent syndiqué.**: - Horaire de travail: 33 h 75/semaine Lieu de travail: Maison du Barreau (Vieux-Montréal) Date d’entrée en poste: Dès que possible Échelle salariale annuelle: De 46 066 $ à 65 809...

  • Agente ou Agent de secrétariat

    1 week ago

    Montreal, Canada École de technologie supérieure Full time

    Agente ou Agent de secrétariat (équipe volante) Join to apply for the Agente ou Agent de secrétariat (équipe volante) role at École de technologie supérieure VOTRE CARRIÈRE À L'ÉTS L’École de technologie supérieure est une constituante du réseau de l’Université du Québec. Spécialisée dans l’enseignement et la recherche appliqués en...

  • Agente ou agent-Centre de relation client

    4 weeks ago

    Montreal, Canada Raymond Chabot Grant Thornton Full time

    Join to apply for the Agente ou agent-Centre de relation client role at Raymond Chabot Grant ThorntonContinue with Google Continue with GoogleJoin to apply for the Agente ou agent-Centre de relation client role at Raymond Chabot Grant ThorntonÊtre Heureux, Ça Passe Par Un Travail Stimulant, Un Environnement Épanouissant Et Une Équipe Motivante! Faites...

  • Agent-conseil ou agente-conseil, Expérience membre et client-FR

    3 weeks ago

    Montreal, Canada Desjardins Full time

    Agent-conseil ou agente-conseil, Expérience membre et client-FRJoin to apply for the Agent-conseil ou agente-conseil, Expérience membre et client-FR role at DesjardinsAgent-conseil ou agente-conseil, Expérience membre et client-FRJoin to apply for the Agent-conseil ou agente-conseil, Expérience membre et client-FR role at DesjardinsPlusieurs...

  • Agent du service à la clientèle

    2 weeks ago

    Montreal, Quebec, Canada Fuze Logistics Services Inc Full time $40,000 - $60,000 per year

    Agent du service à la clientèle (importation/exportation maritime)Fuze Logistics Services est un prestataire de services logistiques 3PL de nouvelle génération dont le siège social est situé à Montréal et qui possède des bureaux partout en Amérique du Nord. L'entreprise tire parti de technologies de pointe et de plusieurs décennies d'expertise...

  • Agente ou agent

    2 weeks ago

    Montreal, Canada Raymond Chabot Grant Thornton Full time

    Agente ou agent - Centre relation client - Proactio page is loaded## Agente ou agent - Centre relation client - Proactiolocations: Montréal, 600 de la Gauchetièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R006484Être heureux, ça passe par un travail stimulant, un environnement épanouissant et une équipe motivante! Faites...

  • Agente ou agent

    1 week ago

    Montreal, Canada Raymond Chabot Grant Thornton Full time

    Agente ou agent - Centre relation client - Proactio page is loaded## Agente ou agent - Centre relation client - Proactiolocations: Montréal, 600 de la Gauchetièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R006484Être heureux, ça passe par un travail stimulant, un environnement épanouissant et une équipe motivante! Faites...

  • Agent ou agente, Services financiers, Clientèle

    4 weeks ago

    Montreal, Canada Desjardins Group Full time

    **Nous utilisons des témoins (ex. : ) pour personnaliser nos contenus et faciliter votre expérience numérique. Certains témoins peuvent être recueillis avec votre consentement.**Le mode de travail s’appliquant au poste est temps plein sur site* Prendre en charge les demandes de la clientèle. Effectuer les démarches et les recherches nécessaires, et...