Agent, Financial Services

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

Job summary

Un groupe financier de premier plan recherche un agent en services financiers pour aider les membres et clients à atteindre leur bien-être financier. Le rôle inclut le soutien à l'utilisation des outils technologiques et la collaboration avec des conseillers pour offrir un service de qualité. Des formations sont disponibles pour aligner les compétences et objectifs de carrière des candidats.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Plan de pension à prestations définies

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de télétravail

Qualifications

• Aucune expérience ou éducation spécifique requise.
• Ouvert aux candidats souhaitant travailler dans le secteur des services financiers.

Responsibilities

• Informer les membres sur les applications et outils technologiques.
• Accueillir les membres et clients chaleureusement.
• Collaborer avec des conseillers en finance personnelle.

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 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.

#LI-Hybrid

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 of the process. Just ask!

Job Family

Member/client sales and service (FG)