Financial Services Agent - Montréal, Canada - Desjardins
Description
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.Job Level
NV-05
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.
General Information on the Position
- Main responsibilities
- Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Work Location
Caisse Desjardins de l'Éducation
Trade Union
CAISSE DE L'ÉDUCATION (T: 92204)
Unposting Date
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.
It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
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