Financial Services Agent, Clientele, Business

2 weeks ago

Québec, Quebec, Canada Desjardins Full time $60,000 - $80,000 per year

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

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

#LI-Hybrid

Trade Union (If applicable)

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

  • Financial services Agent, Clientele

    2 days ago

    Québec, Quebec, Canada Desjardins Full time US$40,000 - US$80,000 per year

    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...

  • Financial services Agent, Clientele

    1 week ago

    Québec, Quebec, Canada Desjardins Full time $42,000 - $90,000 per year

    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...

  • Financial services Agent, Clientele

    3 days ago

    Québec, Quebec, Canada Desjardins Full time $60,000 - $80,000 per year

    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...

  • Partners Service Agent

    1 hour ago

    Québec, Quebec, Canada Beneva Full time $40,000 - $70,000 per year

    Official Internal Job Title:Partners Service AgentStatus:RegularJob Description:Travailler chez Beneva, c'est contribuer à redonner à l'assurance son sens premier : l'humain. C'est collaborer dans un climat de confiance où chaque talent fait la différence. C'est aussi faire partie d'une grande organisation à taille humaine.  Expérience en...

  • Agent(e) en assurance de dommages

    1 week ago

    Québec, Quebec, Canada iA Financial Group Full time $50,000 - $60,000 per year

    Job Description Agent(e) en assurance de dommage des particuliers Bâtissez l'avenir avec nousVous êtes animé(e) par le service à la clientèle et souhaitez contribuer à la mission d'une entreprise qui vise à ce que ses clients soient en confiance et sécurisés par rapport à leur avenir? En tant qu'agent(e) en assurance de dommages des particuliers,...

  • Financial and Business Modelling Consultant

    2 weeks ago

    Québec, Quebec, Canada AIP Connect Full time $80,000 - $120,000 per year

    AIP Connect is partnering with a large consulting firm as they proactively look to build talent into the future across the Canadian market If you are a contractor and are keen to be on their radar please apply. Do know this is not an immediate opening. The Financial and Business Modelling Consultant may be responsible for but is not limited to; ...

  • Financial Services Associate

    2 days ago

    Québec, Quebec, Canada CIBC Full time $40,000 - $60,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Generative AI/Agentic AI Developer

    2 weeks ago

    Québec, Quebec, Canada Capgemini Engineering Full time $120,000 - $140,000 per year

    About The Job You're ConsideringLocal to Montreal, French Speaking requiredWe're seeking an AI Developer passionate about building agentic systems to join our growing team. You'll contribute to the development of intelligent, autonomous solutions using Google Cloud technologies, helping us transform business operations through AI.*What You'll Do***Build...

  • Customer Service Agent F

    6 hours ago

    Québec, Quebec, Canada Beneva Full time $40,000 - $60,000 per year

    Official Internal Job Title:Customer Service Agent FStatus:Temporary (Fixed Term)Job Description:En tant qu'agent(e) au service à la clientèle pour l'Espace client, vous guiderez les clients par téléphone ou par écrit pour leurs demandes de premier niveau, pour l'aide technique sur les plateformes numériques . Vous vous réaliserez dans les fonctions...

  • Agente ou agent

    2 weeks ago

    Québec, Quebec, Canada Raymond Chabot Grant Thornton Full time $40,000 - $60,000 per year

    Être heureux, ça passe par un travail stimulant, un environnement épanouissant et une équipe motivante Faites progresser votre carrière et profitez des avantages que vous offre la vie chez nous :Programme d'assurance collective compétitif et flexible; REER collectif avec contribution de l'employeur;  Service de télémédecine et programme d'aide...