Student job, Financial services Agent, Clientele

Desjardins Group; Lévis; On-site; CAD 45,000 - 75,000; Full time

Job summary

Une entreprise innovante recherche un agent de services financiers pour fournir un soutien personnalisé aux membres et clients. Dans ce rôle, vous aurez l'opportunité d'aider à développer des relations d'affaires solides tout en répondant aux besoins immédiats des clients. Vous utiliserez vos compétences interpersonnelles et votre capacité d'adaptation pour offrir des solutions rapides en matière d'investissement, de financement et de protection. Ce poste vous permettra de contribuer au développement des ventes et d'améliorer la satisfaction des clients. Si vous êtes passionné par le service à la clientèle et que vous souhaitez faire une différence, cette opportunité est faite pour vous.

Qualifications

• Minimum de trois ans d'expérience pertinente.
• Connaissance des documents financiers utilisés en gestion d'actifs.

Responsibilities

• Gérer les demandes des clients et recommander des solutions appropriées.
• Assister les membres et clients en fournissant un excellent service client.

Skills

Compétences interpersonnelles

Adaptabilité situationnelle

Communication efficace

Education

Attestation de études collégiales

Tools

Systèmes de gestion financière

Job description

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

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 have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing, and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:

• Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Seize business opportunities and participate in sales development initiatives.

What you bring to the table:

• Attestation of Collegial Studies.
• A minimum of three years of relevant experience.
• Please note that other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.
• Understanding of financial documents used in asset management.
• Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components, and distribution networks, as well as those of competitors.
• Knowledge of integrating financial data into systems.
• Knowledge of compliance with An Act respecting the distribution of financial products and services.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of operating procedures related to investment and financing activities.
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions.
• Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing.
• Knowledge of the Desjardins business processes (e.g. sales, solicitation, and negotiation).
• Knowledge of service standards.

Communicates effectively, Interpersonal Savvy, Situational adaptability.

Trade Union (If applicable)

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)

Unposting Date: 2025-04-29