Agent, Financial Services

Desjardins Group; Nicolet; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

Desjardins Group recherche un agent en services financiers pour soutenir les membres et clients dans leurs besoins financiers. Le rôle implique un excellent service à la clientèle et une collaboration avec des conseillers. Des avantages compétitifs, y compris un salaire et des congés flexibles, sont offerts.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Ouvert à tous les niveaux d'expérience et d'éducation.
• Formation offerte par l'Institut coopératif Desjardins.

Responsibilities

• Informer les membres sur les outils technologiques pour les transactions.
• Accueillir les membres et évaluer rapidement leurs besoins.
• Collaborer avec des conseillers en finances personnelles.

Skills

Service à la clientèle

Communication

Collaboration

Job description

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

As a agent, 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:

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 assessing their needs to direct them to the appropriate individuals or alternative distribution 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 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) offers a unique opportunity to receive training tailored to your skills, goals, and education.

#LI-Hybrid

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 anything we can do to make the recruitment process or the job application more accessible, let us know. We can provide accommodations at any stage of the process. Just ask!

Job Family

Member/client sales and service (FG)