Agent, Financial Services

Desjardins Group; Saint-Hyacinthe; On-site; CAD 40,000 - 80,000; Full time

Job summary

Une entreprise innovante dans le secteur des services financiers recherche des agents pour offrir un service client exceptionnel. Dans ce rôle, vous serez le point de contact pour les membres et clients, les aidant à naviguer dans les solutions financières adaptées à leurs besoins. Vous travaillerez en étroite collaboration avec des conseillers personnels pour améliorer l'expérience client. Avec des avantages tels qu'un salaire compétitif, des vacances flexibles et un plan de pension à prestations définies, cette position est idéale pour ceux qui souhaitent faire progresser leur carrière dans un environnement inclusif et diversifié. Si vous êtes passionné par le service à la clientèle et le bien-être financier, cette opportunité est faite pour vous.

Benefits

Salaire compétitif

Bonus annuel

4 semaines de vacances flexibles

Plan de pension à prestations définies

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Équipement pour le télétravail

Qualifications

• Ouvert à tous niveaux d'expérience dans le secteur des services financiers.
• Capacité à travailler en collaboration avec des conseillers financiers.

Responsibilities

• Soutenir les membres et clients avec des outils technologiques pour leurs transactions.
• Accueillir chaleureusement les membres et orienter leurs besoins.

Skills

Service à la clientèle

Connaissance des outils technologiques

Collaboration avec des conseillers financiers

Education

Formation en services financiers

Tools

Applications financières

Job description

Several opportunities are currently available in the Mauricie region.

As an 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:

• Support members and clients by telling them 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 and 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)