Conseiller clientèle • montreal qc
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.Y... Voir plus
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CONSEILLER TECHNIQUE À VILLE POUR SAINT-LAURENT HYUNDAI.Lieu de travail : Montréal, QC.Effectuer le suivi des travaux.Ouvrir et fermer des bons de travail.Produire des estimations des coûts de répa... Voir plus
As a Design and Customer Experience Consultant, you are at the heart of our new concept.This is not a traditional store, but a true "design hub" where clients' ideas come to life.You are not there ... Voir plus
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En tant que Conseiller en environnement,.Relevant du Directeur de l’environnement, vous assurerez une forte présence terrain et veillerez à ce que les exigences environnementales soient comprises e... Voir plus
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.Y... Voir plus
Présence Sur lieu de travail Numéro de poste 31222 Catégorie Professionnel.Permanent Type de contrat Permanent.Temps plein Temps plein/Temps partiel? Temps plein Date de publication 06-jun-2025 $ 5... Voir plus
Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and ... Voir plus
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.Y... Voir plus
The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles.However, we encourage candidates who may fall outside of this range to... Voir plus
We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee experience is tailored to your needs and ambitions:.Your Inclusive ... Voir plus
Entreprise fièrement canadienne, Yoplait Liberté fabrique depuis plus de 50 ans des yogourts préparés avec du lait frais et de qualité, provenant de fermes locales.Parmi nos marques emblématiques :... Voir plus
Rôle dans l’organisation.Le ou la titulaire du poste agit comme spécialiste en matière de lois fiscales et prend part à la gestion de groupes de travail techniques ... Voir plus
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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.
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 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
*
#LI-Hybrid
What you bring to the table
Attestation of Collegial Studies
Available to work one Thursday evening out of every three
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
Understanding of financial documents used in asset management
Knowledge 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 competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards
Available to work one Thursday evening out of every three
Trade Union (If applicable)
