Agent, Financial Services

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

Job summary

An established industry player is seeking a motivated Agent in Financial Services to support clients and enhance their experience. This role involves guiding members through technological tools, assessing their needs, and collaborating with finance advisors. With a commitment to equity and inclusion, this organization offers a supportive environment for all. Enjoy competitive salary, flexible vacation, and a defined benefit pension plan. If you're looking to start your career in financial services, this is a fantastic opportunity to grow and thrive.

Benefits

Competitive salary

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Responsibilities

• Support members and clients by informing them about existing applications and technological tools.
• Welcome members and customers warmly, assessing their needs to direct them appropriately.
• Collaborate with personal finance advisors to improve service offered to members.

Job description

Join to apply for the Agent, Financial Services role at Desjardins.

Opportunities

Several opportunities are currently available in the Mauricie region.

Responsibilities

• Support members and clients by informing them about existing applications and technological tools for transactions and operations.
• Welcome members and customers warmly and courteously, quickly assessing their needs to direct them appropriately.
• Collaborate 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 for stable retirement income
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

Candidate Profile

We welcome applicants regardless of experience or education who are interested in working in the financial services industry. Our recruiters will assist in finding the best fit for your career goals. The Desjardins Cooperative Institute (DCI) offers training for a career aligned with your skills, goals, and education.

Additional Information

At Desjardins, we value equity, diversity, and inclusion. We are committed to creating a respectful and welcoming environment for all. If accommodations are needed during the recruitment process, please let us know.

Job Details

• Job Family: Member/client sales and service (FG)
• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Finance and Sales
• Industries: Banking