Financial Services Agent, Clientele

2 days ago

Sherbrooke, 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 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.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 bonus-
- 4 weeks of flexible vacation starting in the first year-
- Defined benefit pension plan that provides predictable, stable income throughout retirement-
- Group insurance including telemedicine-
- Reimbursement of health and wellness expenses and telework equipmentWhat you bring to the table- Attestation of Collegial Studies-
- A minimum of three years of relevant experience-
- Please note that other combinations of qualifications and relevant experience may be considered-
- Mutual fund representative certificate - Autorité des marchés financiers-
- Knowledge of French is required-
- Knowledge of service standards-
- Understanding of financial documents used in asset management-
- Knowledge of compliance with An Act respecting the distribution of financial products and servicesCommunicates effectively, Interpersonal Savvy, Situational adaptability

LI-Hybrid

Trade Union

Non-unionized

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 Family

Member/client sales and service (FG)

Unposting Date

2024-09-24

  • Agent Sécurité événement

    1 week ago

    Sherbrooke, Canada Radar Sécurité Full time

    Agent Sécurité événement Nous recherchons des agents (es) de sécurité pour combler plusieurs mandats d’événements en Estrie. **Location**: Sherbrooke et environs **Mandat à couvrir**: - Événementiel - Temps partiel, possibilité d’avoir + **Disponibilités**: - Pour juin, juillet et août - Dès maintenant **Horaires**: - Quarts de...

  • Agent ou Agente, Services Financiers, Clientèle

    2 days ago

    Sherbrooke, Canada Desjardins Full time

    Vous êtes reconnu(e) pour votre service à la clientèle impeccable, votre capacité à atteindre des résultats et votre travail d’équipe? La Caisse Desjardins du Nord de Sherbrooke est à la recherche d’une personne comme VOUS pour son nouveau poste d’agent(e) services financiers, Clientèle! Quel serait votre rôle? Vous travaillez en étroite...

  • Associate, Sales and Customer Service

    3 weeks ago

    Sherbrooke, Canada Intact Financial Corporation Full time

    Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times. Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to...

  • Agent financier

    3 weeks ago

    Sherbrooke, Canada Industrielle Alliance Sherbrooke Full time

    Être ton propre patron est un rêve que tu aimerais voir se concrétiser? Tu aimerais pouvoir faire une différence considérable dans la santé financière des gens? Tu es un bon communicateur qui établit des liens de confiance solides ? Chez iA Groupe Financier Sherbrooke nous offrons une formation des plus complètes aux personnes comme toi pour devenir...

  • Insurance Sales

    3 weeks ago

    Sherbrooke, Canada Intact Financial Corporation Full time

    A financial services company in Sherbrooke seeks a Sales & Customer Service agent. You will guide clients on insurance solutions, helping them make informed choices about their valuable assets. The role offers a hybrid work model, extensive training, and opportunities for advancement. A minimum of one year experience in a similar role and fluency in French...

  • Agent(E) Administratif(Ve)

    2 weeks ago

    Sherbrooke, Canada Services Ecovista Full time

    **Adjoint(e)-administratif(ve)** Ecovista est une plateforme de services résidentiels rapide et facile à utiliser. L'entreprise utilise les dernières technologies de prise de rendez-vous, d'optimisation d'horaire et de gestion interne afin d'offrir une expérience client unique dans le domaine. **Lieux **:Télétravail **Horaire **:Temps plein ou temps...

  • Customer Service Agent

    4 weeks ago

    Sherbrooke, Canada National Bank Full time

    Youtube VideoAs a Customer Service Agent for our call centres, you’ll support clients with their banking needs and help them use our electronic solutions. You’ll have a positive impact on clients by listening closely to their needs and offering excellent customer service.Your role Answer client callsListen to clients' needs and offer personalized...

  • Associate, Sales and Customer Service

    1 hour ago

    Sherbrooke, King Street W, Canada Intact Financial Full time

    Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact's commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to...

  • Agent Au Service à La Clientèle Bilingue Et Mobile

    2 days ago

    Sherbrooke, Canada Abtech Services Polytechniques Full time

    En tant qu' Agent Service à la clientèle, tu seras le premier point de contact pour les clients, que ce soit en succursale ou par téléphone. Tu assureras un service exceptionnel en répondant aux demandes, en soutenant les ventes et locations, tout en gérant les commandes et la documentation. Ta capacité à créer des relations solides et à t'adapter...

  • Agente ou Agent de Soutien à La Clientèle

    2 weeks ago

    Sherbrooke, Canada Société de l'assurance automobile du Québec Full time

    **Agente ou agent de soutien à la clientèle** **En présentiel seulement** **La SAAQ, c’est plus qu’un permis!** **Informations importantes** - **Numéro du processus de recrutement**: E50730SRS03201383771-LA**: - **Service**:**Centre de services de Sherbrooke - **Nombre de postes à pourvoir**: 3 - **Statut de l’emploi**: Occasionnel et...