Financial services jobs

Desjardins; Lac-Mégantic; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins is hiring for a full-time on-site financial services professional in Lac-Mégantic. The role involves supporting members and clients, delivering excellent customer service, and assisting with business development.

Employees enjoy a competitive salary, flexible vacation, pension plans, and various health benefits. Desjardins emphasizes diversity and inclusion, ensuring a positive workplace for all.

Qualifications

• Attentive to the needs of members and clients.
• Ability to direct clients to appropriate services.
• Experience in business relationship management.

Responsibilities

• Support members and clients with existing applications.
• Welcome and ascertain customers' needs.
• Contribute to business development through service.

Skills

Customer service

Financial solutions

Business development

Job description

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

Many opportunities are currently available in the Estrie region.

Required

As a financial services professional, 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.
• 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.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
• 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. 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)