Financial Services Agent, Clientele

2 weeks ago

Alma, Quebec, Canada Desjardins Full time

The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. More specifically, you will be required to:

  • Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the above.
  • Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
  • As needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managers.
  • Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
  • Contribute to business development by participating in a variety of solicitation activities.
  • Use contacts with members and clients to build strong business relationships. Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
  • Ensure files are complete and in compliance with all applicable deadlines and standards for quality.
  • Respect all policies, practices and standards in effect for conducting transactions and operations securely.

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 equipment
  • Benefits apply based on eligibility criteria.

What 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

  • Knowledge of French is required

  • Ability to create financial statements.

  • Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition.
  • Ability to enter financial data in the systems.
  • Knowledge of financing and credit management practices related to businesses.
  • Familiarity with compliance requirements for regulations on the distribution of financial products and services.
  • Understanding of the philosophy and inner workings of a financial services cooperative.
  • Knowledge of the procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing.
  • Knowledge of the Desjardins business processes.
  • Knowledge of service standards.

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Curious about this profession? Click here

LI-Hybrid

Trade Union (If applicable)

Caisses et Centres du SLSJ - CSN

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

  • General Manager

    1 week ago

    Alma, Quebec, Canada Love's Travel Stops and Country Stores Full time

    Req ID: 472332Address: 8060 Highway 282 Alma, AR, 72921Benefits: * Fuel Your Growth with Love's - company funded tuition assistance * Paid Time Off * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring Immediately * Profit Sharing - Love's SharesWelcome to...

  • Gérant/gérante de restauration rapide

    5 days ago

    Alma, Quebec, Canada McDonald's Full time

    Durée de l'emploi: PermanentLangue de travail: FrançaisHeures de travail: 32 à 40 heures par semaineEducation: Diplôme d'études secondaires ou l'équivalentExpérience: 3 ans à moins de 5 ansou experience équivalenteMilieu de travailRestaurantTâchesAnalyser le budget pour augmenter et maintenir les bénéfices du restaurantÉlaborer un budget pour...

  • Assistant-Gérant -ACT

    6 days ago

    Alma, Quebec, Canada Circle K Full time $17 - $18

    490 Boul Saint-Jude S, Alma, Quebec G8B 3J9Chez Couche-Tard nous prenons à cœur la santé et sécurité de nos employés. Nous offrons un environnement de travail qui respecte les mesures sanitaires mises en place ainsi qu'une stabilité d'emploi assurée.Salaire : De 17,25$/h à 18,25$/h Incluant prime (selon expérience équivalente) + Prime de...

  • Agent ou Agente Administrative Et Service Clientele

    3 days ago

    Alma, Canada Développement Économique Alma Lac-Saint-Jean Full time

    **RÉSUMÉ DES FONCTIONS** Sous l’autorité de la cheffe de la Division Tourisme, la personne qui occupe le poste est responsable de la planification, de l'organisation et du suivi de l'ensemble des activités du bureau, de soutien à l’administration et de l’accueil du bureau d’information touristique de Développement Économique Alma...

  • Agent(E) Service à La Clientèle

    1 week ago

    Alma, Canada Nutrinor coopérative Full time

    **Agent(e) service à la clientèle, **_**Agroalimentaire **_ Nutrinor agroalimentaire est à la recherche d’un(e) agent(e) service à la clientèle. La personne titulaire du poste est responsable du service à la clientèle et de la prise des commandes. Elle offre également un soutien général, administratif et clérical aux membres de la direction...

  • Controller - Financial Services

    3 days ago

    Alma, Canada Structures MH Inc Full time

    Durée de l'emploi: Permanent - Langue de travail: Français - Heures de travail: 40 hours per week - Education: - Expérience: - **Education**: - Bachelor's degree - or equivalent experience - ** Work setting**: - Construction - ** Tasks**: - Plan and control budget and expenditures - Review budgets and financial reports for specific projects - Oversee...

  • Agent ou Agente de Service à La Clientèle

    6 days ago

    Alma, Canada Nutrinor Full time

    Nutrinor agroalimentaire est à la recherche d'un(e) agent(e) service à la clientèle. La personne titulaire du poste est responsable du service à la clientèle et de la prise des commandes. Elle offre également un soutien général, administratif et clérical aux membres de la direction lorsque nécessaire. **Nutrinor, c'est plus que Nutrinor**: c'est...

  • Contrôleur/contrôleuse - Services Financiers

    3 days ago

    Alma, Canada Structures MH Inc Full time

    **Work Term**: Permanent **Work Language**: French **Hours**: 40 heures par semaine **Education**: **Experience**: Études Baccalauréat ou experience équivalente Milieu de travail Construction Tâches Planifier et assurer le contrôle financier du budget et des dépenses Examiner les budgets et les rapports financiers pour des projets...

  • Customer Service Representative

    51 minutes ago

    Alma, Canada BMO Financial Group Full time

    530, rue Sacre-Coeur ouest Alma Quebec,G8B 1L9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Agent(E) Technique

    1 week ago

    Alma, Canada Groupe Voyages Québec Full time

    **Poste **: **Agent(e) technique - l’Agence par GVQ - Alma** **Supérieur immédiat** : Directrice de l’Agence par GVQ - Alma **Horaire de travail** : à temps plein 35 heures par semaine **Salaire **: à discuter **Date d’entrée en poste **:Dès que possible GVQ est à la recherche d’un(e) agent(e) technique afin d’apporter un soutien technique...

  • Directeur(Trice) Des Services Financiers

    2 days ago

    Alma, Canada Agrinova Full time

    **DIRECTEUR(TRICE) DES SERVICES FINANCIERS** Implanté depuis près de vingt-cinq ans, Agrinova est un centre collégial de transfert de technologie (issu du Collège d’Alma) spécialisé dans la recherche appliquée et l’innovation en agriculture. En partenariat avec des entreprises agricoles, notre organisation dirige plus d’une soixantaine de...

  • Agent(E) en Assurance de Dommages Des Entreprises

    1 week ago

    Alma, Canada Promutuel Full time

    **Être au cœur de ce que vous faites le mieux** En plus d’offrir des défis stimulants, nous vous offrons de libérer votre véritable potentiel tout en évoluant dans un milieu de travail dynamique et authentique, où règne un esprit d’équipe hors du commun. Nous nous distinguons par notre approche humaine, autant à l’égard de notre personnel...

  • Financial Security Advisor

    3 days ago

    Alma, Canada Desjardins Full time

    Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.ResponsibilitiesWork as a team as you proactively sell insurance products and services, including life, health,...