Agent, Financial Services

Desjardins; Drummondville; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading financial institution as a Financial Services Agent in Centre-du-Québec. You will provide exceptional service to clients, helping them with their financial needs and guiding them through available tools. Enjoy competitive pay, flexible vacation, and a supportive work environment focused on diversity and inclusion.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Experience in financial services is a plus.
• Willingness to learn and adapt.

Responsibilities

• Support members with applications and tools.
• Welcome clients and ascertain their needs.
• Collaborate with personal finance advisors.

Skills

Customer Service

Financial Solutions

Job description

Opportunities in Centre-du-Québec

Several opportunities are currently available in the Centre-du-Québec region.

Required

As a financial services agent, 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. Specifically, you will be required to:

1. Support members and clients by informing them about existing applications and technological tools that can help them perform transactions and operations independently.
2. Welcome members and customers warmly and courteously, quickly ascertaining their needs to direct them to the appropriate individuals or alternative channels.
3. Collaborate with personal finance advisors to enhance 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 providing stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits are available 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 best fit for your career goals. The Desjardins Cooperative Institute (DCI) offers a unique opportunity for training tailored to your skills, goals, and education.

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At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing individuals for who they are, learning from differences, embracing uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. Our teams should reflect the diversity of the members, clients, and communities we serve.

If there's anything we can do to make the recruitment process or the job application more accessible, please let us know. We can provide accommodations at any stage of the process—just ask!

Job Family

Member/client sales and service (FG)