Agent, Financial Services

Desjardins Group; Maskinongé (municipalité); On-site; CAD 40,000 - 70,000; Full time

Job summary

Une entreprise innovante dans le secteur des services financiers recherche des agents pour offrir un excellent service à la clientèle. Vous serez en première ligne pour aider les membres à naviguer dans leurs options financières, en fournissant des solutions personnalisées et en les orientant vers les ressources appropriées. Avec un environnement de travail axé sur l'équité et la diversité, cette opportunité vous permettra de grandir tout en soutenant le bien-être financier de la communauté. Rejoignez une équipe qui valorise chaque individu et offre des formations pour développer vos compétences dans un secteur dynamique.

Benefits

Salaire compétitif

Bonus annuel

4 semaines de vacances flexibles

Plan de pension à prestations définies

Assurance groupe incluant télémedecine

Remboursement des dépenses de santé et de bien-être

Équipement pour le télétravail

Qualifications

• Aucune expérience spécifique requise, formation fournie.
• Capacité à travailler en collaboration avec des conseillers financiers.

Responsibilities

• Assister les membres et clients avec des solutions financières adaptées.
• Accueillir chaleureusement les clients et diriger vers les bonnes ressources.
• Collaborer avec des conseillers pour améliorer le service.

Skills

Service à la clientèle

Compétences en communication

Connaissance des outils financiers

Education

Formation en services financiers

Tools

Applications financières

Job description

Several opportunities are currently available in the Mauricie region.

As an agent in financial services, 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. More specifically, you will be required to:

• Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.
• Welcome members and customers warmly and courteously, quickly ascertain members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.
• Work in collaboration with personal finance advisors to improve 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 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:

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) provides a unique opportunity to receive training for a career suited to your skills, goals, and education.

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. 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)