Agent, Financial Services

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

Job summary

A leading financial cooperative in Trois-Rivières seeks a dedicated agent in financial services. The role involves providing exceptional customer service, assisting members with financial tools, and collaborating with advisors. Candidates of all experience levels are encouraged to apply for this opportunity to grow in the financial services industry.

Benefits

Competitive salary

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance with telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Willingness to work in the financial services industry.

Responsibilities

• Support members by informing them of applications and tools for self-service.
• Welcome clients courteously and ascertain their needs.
• Collaborate with personal finance advisors.

Job description

Overview

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:

Responsibilities

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own

• Welcoming members and customers warmly and courteously, quickly ascertains 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.

#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. At Desjardins, 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)