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    Agent - Customer Financial Services - Montréal, QC, Canada - Desjardins Group

    Desjardins Group
    Desjardins Group Montréal, QC, Canada

    1 week ago

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    Description
    Financial services Agent, Clientele page is loaded Financial services Agent, Clientele

    Apply remote type The work arrangement for the position is hybrid work locations Montréal Saint-Laurent time type Full time posted on Posted 2 Days Ago job requisition id R 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 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.

    Help colleagues manage their agenda and emails.

    Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.

    4 weeks of flexible vacation starting in the first year
    ~ Defined benefit pension plan that provides predictable, stable income throughout retirement
    ~ Reimbursement of health and wellness expenses and telework equipment


    • Knowledge of French is required

    Upper intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients.

    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 opening accounts, the selling of additional products and services, and Accord D financing
    Non Syndiqué At Desjardins, we believe in equity, diversity and inclusion. 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. Member/client sales and service (FG) Unposting Date
    Its 54,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first
    For vacant positions available in Quebec, please note that knowledge of French is required.
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