Agent, Financial Services

Desjardins Group; Shawinigan; On-site; CAD 40,000 - 60,000; Full time

Job summary

Join a leading financial services organization as an agent in the Mauricie region. This role involves assisting members with their financial well-being through attentive service, collaboration with finance advisors, and improved client interactions. With comprehensive training opportunities and flexible benefits, it's an ideal start for anyone passionate about a career in finance.

Benefits

Competitive salary and annual bonus

Four 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 is preferred.
• Willingness to work in financial services industry.
• Training provided for career alignment.

Responsibilities

• Support clients with technological tools for transactions.
• Welcome members and ascertain their needs.
• Collaborate with personal finance advisors.

Skills

Customer service

Communication

Problem solving

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:

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 ascertain their needs, and 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
• Four 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.

#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, please let us know. We can provide accommodations at any stage of the process. Just ask!

Job Family

Member/client sales and service (FG)