Agent, Financial Services

Desjardins; Nicolet; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated financial services agent to join their team in the Centre-du-Québec region. This role focuses on providing exceptional customer service and tailored financial solutions to meet the diverse needs of members and clients. You will engage with clients warmly, guiding them through available resources and collaborating with finance advisors to enhance overall service quality. With a commitment to equity and inclusion, this innovative firm offers a supportive environment where you can thrive and develop your career in the financial services industry. If you’re passionate about helping others achieve their financial goals, this opportunity is perfect for you.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Experience in customer service and financial solutions is a plus.
• Willingness to learn and adapt to new financial tools.

Responsibilities

• Support members with financial tools and applications.
• Direct clients to appropriate resources based on their needs.
• Collaborate with finance advisors to enhance service.

Skills

Customer Service

Financial Solutions

Communication

Education

High School Diploma

Relevant Financial Training

Job description

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 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 for a career aligned with 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 people for who they are, learning from their differences, embracing their 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 in the process—just ask!

Job Family

Member/client sales and service (FG)