Talent.com
Agent, Financial Services
Agent, Financial ServicesDesjardins • Saint-Boniface, QC, CA
Agent, Financial Services

Agent, Financial Services

Desjardins • Saint-Boniface, QC, CA
30+ days ago
Job type
  • Full-time
Job description

Join to apply for the Agent, Financial Services role at Desjardins

Continue with Google Continue with Google

6 days ago Be among the first 25 applicants

Join to apply for the Agent, Financial Services role at Desjardins

Several opportunities are currently available in the Mauricie region.

Required

As an agent, financial services, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. More specifically, you will be required to :

  • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
  • Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels
  • Work in collaboration with personal finance advisors and improve the service offered to members.

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

    Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

    Curious about this profession? Click here

    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)

    Seniority level

    Seniority level

    Entry level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance and Sales

    Industries

    Banking

    Referrals increase your chances of interviewing at Desjardins by 2x

    Sign in to set job alerts for “Financial Services Representative” roles.

    Continue with Google Continue with Google

    Continue with Google Continue with Google

    Financial Security Advisor, Insurance- EN

    Greater Trois-Rivieres Metropolitan Area 2 weeks ago

    Financial security advisor, Life and health insurance

    We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    #J-18808-Ljbffr

    Create a job alert for this search

    Financial Service • Saint-Boniface, QC, CA

    Similar jobs
    SUN LIFE FINANCIAL ADVISOR

    SUN LIFE FINANCIAL ADVISOR

    Sun Life Québec • Trois-Rivières
    Full-time +1
    Be among the first 25 applicants.You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynami...Show more
    Last updated: 10 days ago • Promoted
    SUN LIFE FINANCIAL ADVISOR

    SUN LIFE FINANCIAL ADVISOR

    Sun Life Financial • Trois-Rivières
    Full-time +1
    You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their f...Show more
    Last updated: 10 days ago • Promoted
    Call Center Representative Agent Work From Home - Part-Time Focus Group Panelist

    Call Center Representative Agent Work From Home - Part-Time Focus Group Panelist

    Apex Focus Group Inc. • Trois-Rivieres, QC, Canada
    Remote
    Full-time +1
    Job Title : Call Center Representative Agent Work From Home - Remote Panelists.Part-Time Focus Group Participants - Remote Work From Home (Up To $850 / Week). Our company is seeking individuals to part...Show more
    Last updated: 30+ days ago • Promoted
    Agent - Intégration des conseillers

    Agent - Intégration des conseillers

    Cloutier Groupe financier • Trois-Rivieres
    Permanent
    Vous recherchez : une ambiance chaleureuse, un environnement de travail stimulant, dans une entreprise familiale, humaine et intègre ? Joignez-vous à nous !. Le titulaire du poste est responsable de...Show more
    Last updated: 4 days ago • Promoted
    Customer Service Representative Agent Work From Home - Part-Time Focus Group Panelist

    Customer Service Representative Agent Work From Home - Part-Time Focus Group Panelist

    Apex Focus Group Inc. • Shawinigan, QC, Canada
    Remote
    Full-time +1
    Job Title : Customer Service Representative Agent Work From Home - Remote Panelists.Part-Time Focus Group Participants - Remote Work From Home (Up To $850 / Week). Our company is seeking individuals to...Show more
    Last updated: 30+ days ago • Promoted
    Independent Financial Advisor : Unlimited Earnings & Impact

    Independent Financial Advisor : Unlimited Earnings & Impact

    Sun Life Financial • Trois-Rivières
    Full-time
    An established industry player is seeking passionate individuals to become financial advisors, helping clients navigate their financial journeys. This role offers unlimited earning potential and the...Show more
    Last updated: 10 days ago • Promoted
    Financial Advisor - Trois-Rivières

    Financial Advisor - Trois-Rivières

    Canadian Imperial Bank of Commerce • Trois-Rivières
    Full-time
    Business Development - • • Deeply understand your local market and potential client base to create a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and...Show more
    Last updated: 10 days ago • Promoted
    Agent(e) de bureau principal — Facturation et dépôts

    Agent(e) de bureau principal — Facturation et dépôts

    Centre de services scolaire du Chemin-du-Roy • Trois-Rivières
    Full-time
    Un établissement éducatif recherche un(e) agent(e) de bureau à l'école secondaire des Pionniers.Le candidat(e) idéal(e) doit avoir un diplôme d'études professionnelles ou équivalent, avec un minimu...Show more
    Last updated: 8 hours ago • Promoted • New!
    Customer Service Agent

    Customer Service Agent

    Progi • Trois-Rivieres
    Full-time
    Progi is more than a job, it’s a dynamic, respectful, and stimulating workplace.Here, we all share the same source code, built on teamwork, passion for what we do, and excellence.Our “algorithm” is...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Agent de service à la clientèle

    Agent de service à la clientèle

    Progi • Trois-Rivieres
    Full-time
    L’agent(e) au service à la clientèle aura à répondre aux appels des clients et assurer un suivi sur les dossiers selon nos différents produits. Elle aura à répondre aux questions aux demandes et en ...Show more
    Last updated: 8 hours ago • Promoted • New!
    Finance Private Tutoring Jobs Shawinigan

    Finance Private Tutoring Jobs Shawinigan

    Superprof • Shawinigan, Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Agent particuliers - Fidélisation

    Agent particuliers - Fidélisation

    Promutuel Assurance • Trois-Rivières, QC, Canada
    Full-time
    Une carrière accessible et valorisante.Vous êtes en quête de nouveauté? Promutuel Assurance vous offre d’évoluer au cœur d’un milieu de travail tourné vers l’humain, où règne un esprit d’équipe hor...Show more
    Last updated: 1 day ago • Promoted
    Relationship-Driven Financial Advisor (Banking)

    Relationship-Driven Financial Advisor (Banking)

    CIBC • Trois-Rivières
    Full-time
    A leading financial services provider in Trois-Rivières is seeking a passionate Financial Advisor.In this role, you will build and grow client portfolios through dedicated relationship management a...Show more
    Last updated: 3 days ago • Promoted
    Financial Advisor - Trois-Rivières

    Financial Advisor - Trois-Rivières

    CIBC • Trois-Rivières
    Full-time
    Financial Advisor – Trois‑Rivières | CIBC.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...Show more
    Last updated: 3 days ago • Promoted
    Agente aux réclamations

    Agente aux réclamations

    Humania Assurance inc. • Trois-Rivieres
    Full-time
    Depuis 1996, La Survivance Voyage est un leader dans le domaine de l'assurance voyage.Notre équipe passionnée offre un service humain et accessible aux voyageurs canadiens, de la vente à l'assistan...Show more
    Last updated: 4 days ago • Promoted
    Agent(e) Service Client – Jeans & Avancement

    Agent(e) Service Client – Jeans & Avancement

    Couche-Tard • Trois-Rivières
    Full-time
    Une entreprise de services recherche un(e) Préposé(e) au service à la clientèle à Trois-Rivières.Le poste offre un salaire de 16,60$ / h, avec des horaires de jour ou de soir, selon les disponibilité...Show more
    Last updated: 10 days ago • Promoted
    Financial Solutions Advisor - Loan Specialist

    Financial Solutions Advisor - Loan Specialist

    Fairstone • Trois-Rivières
    Full-time +1
    A leading Canadian lending provider is seeking a Loan Consultant in Trois-Rivières.You will actively promote and sell loan products, manage the sales process from application to closing, and build ...Show more
    Last updated: 10 days ago • Promoted
    Hybrid Investment & Financing Advisor – Client Wealth

    Hybrid Investment & Financing Advisor – Client Wealth

    Desjardins Group • Shawinigan
    Full-time
    A leading financial services group in Canada is looking for an Advisor in Investment and Financing.This role requires attention to members' financial needs and delivering tailored solutions.Candida...Show more
    Last updated: 9 days ago • Promoted