At a Glance
- Tasks: Support clients and advisors with personalized financial solutions and excellent customer service.
- Company: Join a diverse and inclusive team at Desjardins, a leader in financial services.
- Benefits: Enjoy competitive salary, flexible vacation, pension plan, and wellness reimbursements.
- Other info: Opportunities for growth in a supportive and dynamic work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must have collegial studies and three years of relevant experience; French required.
The predicted salary is between 63000 - 77000 $ per year.
Required
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.
- Required
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
- 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
- Available for travel in the Montérégie region, up to 60 km from your place of residence
- Must have a valid driver's licence.
- Communicates effectively, Interpersonal Savvy, Situational adaptability
- Equity, Diversity, Inclusion and Accessibility
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)
- #J-18808-Ljbffr
Financial Services Agent employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
