Financial services Agent, Clientele

Desjardins; Baie-Comeau; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Services Agent to provide personalized support to clients. This role involves working closely with advisors to deliver exceptional service, ensuring client satisfaction through effective communication and problem-solving. You will play a key role in business development and help optimize client tools and channels. With a competitive salary and a range of benefits, this position offers a fantastic opportunity for growth in a supportive and inclusive environment. If you're action-oriented and customer-focused, this is the perfect role for you.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Reimbursement

Telework Equipment Reimbursement

Qualifications

• Minimum of three years relevant experience preferred.
• Knowledge of French is required for this role.

Responsibilities

• Handle client requests and recommend solutions.
• Assist colleagues with managing schedules and emails.
• Identify business opportunities and promote products.

Skills

Effective Communication

Customer Focus

Interpersonal Savvy

Situational Adaptability

Nimble Learning

Education

Attestation of Collegial Studies

Mutual Fund Representative Certificate

Job description

Join to apply for the Financial Services Agent, Clientele role at Desjardins.

Temporary position for 12 months, maternity leave replacement.

The work mode arrangement for the position is full-time on-site.

Required

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You are expected to take charge of members' and clients' immediate needs by offering simple and rapid solutions related to investment, financing, and protection, aligned with the action plan. You should utilize your interpersonal and communication skills to ensure satisfaction and service quality, following the organization’s standards and procedures. You will also provide significant business development support, assist members and clients, and promote products and services tailored to their needs.

Specific responsibilities include:

• Handle client requests, perform necessary research, and recommend solutions.
• Assist colleagues with managing their schedules and emails.
• Attend to the needs of members and clients, recommending solutions that meet their expectations.
• Help members and clients optimize their tools and channels based on their independence and automation preferences.
• Identify business opportunities and participate in sales development initiatives.

What we offer

• Competitive salary and annual bonus
• Four weeks of flexible vacation from the first year
• Defined benefit pension plan providing stable income during retirement
• Group insurance including telemedicine
• Reimbursement for health and wellness expenses and telework equipment

Qualifications

• Attestation of Collegial Studies
• Minimum of three years relevant experience (other qualifications may be considered)
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

Skills

Action-oriented, effective communication, customer focus, interpersonal savvy, nimble learning, situational adaptability.

Additional information

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Trade Union

CAISSE DE BAIE-COMEAU (20184 / Conv_Col_00112) (2013-11-22 - ).

Commitment to Diversity

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to creating a respectful and inclusive workplace where everyone is valued and discrimination is not tolerated. We strive to reflect the diversity of our members, clients, and communities.

Accessibility

If accommodations are needed during the recruitment process, please let us know. We are committed to accessibility at every stage.

Job Family

Member/client sales and service (FG).

Unposting Date

2025-06-30

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking