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
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
Trade Union (If applicable)
Financial services Agent, Clientele • 1460, rue de l'Église, Montréal
A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in...Show more
Become a pivotal Credit Agent where you'll analyze financing applications and guide customers through approval processes.Utilize your bilingual skills to ensure exceptional service in a growing mar...Show more
Embark on a rewarding career in financial services with a Remote Sales Agent role.This entry-level opportunity combines extensive training with uncapped earnings for driven individuals.As a Remote ...Show more
We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter.Over 30,000 clients trust us with their customs brokerage, trade consulting, global trade mana...Show more
Une entreprise de services financiers recherche un adjoint à la gestion à Laval.Le candidat idéal apportera un soutien administratif et sera bilingue pour interagir avec des clients francophones et...Show more
Contribuez à des projets immobiliers qui ont un réel impact socialEntraide Habitat Estrie (EHE) accompagne des coopératives et des OBNL dans la réalisation de projets d’habitation communautaire en ...Show more
ANALYSTE FINANCIER – CAUTIONNEMENT.MP2B est à la recherche d’un(e) analyste financier en cautionnement possédant une solide expérience pour se joindre à son équipe.La personne retenue jouera un rôl...Show more
Embarquez dans un rôle captivant en tant qu'Agent en Services Financiers.Engagez-vous à fournir des solutions financières innovantes tout en soutenant le développement des affaires dans un cadre st...Show more
Elevate client experiences as a Private Banking Associate specializing in service excellence and client needs.Engage with high-value clients and manage effective banking transactions within the Que...Show more
Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features.Store - MON-LAVAL/EAST, QC Deliver a customer centric shopping experience by managing and delivering e...Show more
Fastfrate Group est un employeur offrant l’égalité des chances, engagé à créer un milieu de travail diversifié, inclusif et accessible.Nous accueillons les candidatures de femmes, de minorités visi...Show more
Interagir avec les clients principalement par téléphone ou lors de rencontres Microsoft Teams.Aider à préparer les nouvelles propositions d’affaires ou les présentations destinées aux clients actue...Show more
Devenez le point de référence pour les conseillers en service client financier.Apportez des solutions rapides et professionnelles dans un environnement dynamique au rythme élevé.Ce rôle exige de co...Show more
Si vous recherchez une carrière dans la vente et le service à la clientèle avec un potentiel de revenus élevé dans un environnement de comptoir de vente au détail, c'est une excellente option pour ...Show more
Agent service à la clientèle financement.Conseils et services en centres d'appels.Un emploi en tant qu’agent ou agente service à la clientèle pour nos centres d’appels, c'est soutenir notre clientè...Show more
En affaires depuis 1998 sur le marché canadien, FBA Solutions est un leader dans le développement et l’offre de solutions personnalisées et novatrices en matière de protection juridique, de program...Show more
Devenez Conseiller en Services Financiers et aidez vos clients à atteindre leurs objectifs financiers! Apportez vos compétences en vente pour offrir des solutions sur mesure, tout en travaillant da...Show more
Advisory services, Call centres.As a Customer Service Agent for our call centres, you’ll support our clients with their financing needs including personal loans, lines of credit and mortgages.You’l...Show more
