Agent, Financial Services

Desjardins Group; Louiseville; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

Ein innovatives Unternehmen im Finanzsektor sucht engagierte Finanzdienstleistungsagenten, die sich leidenschaftlich für das Wohl ihrer Mitglieder einsetzen. In dieser spannenden Rolle werden Sie die Möglichkeit haben, Kunden durch erstklassigen Service und maßgeschneiderte finanzielle Lösungen zu unterstützen. Sie werden in einem dynamischen Team arbeiten, das Wert auf Vielfalt und Inklusion legt, und Sie erhalten die Chance, Ihre Fähigkeiten in einem unterstützenden Umfeld zu entwickeln. Wenn Sie eine Karriere im Finanzdienstleistungsbereich anstreben und dabei helfen möchten, das Leben der Menschen zu verbessern, ist dies die perfekte Gelegenheit für Sie.

Benefits

Wettbewerbsfähiges Gehalt

Jährlicher Bonus

4 Wochen flexible Urlaub

Betriebliche Altersvorsorge

Gruppenversicherung

Erstattung von Gesundheits- und Wellnessausgaben

Telemedizin

Qualifications

• Bereitschaft, in der Finanzdienstleistungsbranche zu arbeiten.
• Fähigkeit, Kundenbedürfnisse schnell zu erkennen.

Responsibilities

• Unterstützung von Mitgliedern und Kunden bei finanziellen Transaktionen.
• Zusammenarbeit mit Finanzberatern zur Verbesserung des Service.

Skills

Kundenservice

Finanzberatung

Technologische Tools

Job description

? Several opportunities are currently available in the Mauricie region.

As a financial services agent, you will be attentive to the needs of our members and clients. You will look for ways to support their financial well-being in every situation. You will 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 ascertain their needs, and direct them to appropriate assistance 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 predictable, stable income throughout retirement

• Group insurance including telemedicine

• Reimbursement for 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) offers a unique opportunity to receive training for a career aligned with your skills, goals, and education.

#LI-Hybrid

At Desjardins, we believe in equity, diversity, and inclusion. We are 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. We believe our teams should reflect the diversity of the members, clients, and communities we serve.

If there is 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)