Hybrid Full-time

Unknown Company is hiring an Agent, Financial Services

About the Role

Desjardins is looking for a Financial Services Agent to join our team in the Mauricie region. In this role, you will provide high-quality service and financial solutions tailored to our members’ and clients’ needs. You will be a key point of contact, offering support and directing clients to the best resources.

What You'll Do

  • Support members and clients by explaining existing applications and technological tools for self-service transactions.
  • Welcome members and customers warmly, quickly ascertain their needs, and direct them to the appropriate individuals or channels.
  • Work in collaboration with personal finance advisors to improve the overall service offered.

Team & Environment

You will work closely and collaboratively with personal finance advisors to serve our members effectively.

Benefits & Compensation

  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan.
  • Group insurance including telemedicine.
  • Reimbursement of health, wellness, and telework equipment expenses.

Work Mode

This position offers a hybrid work arrangement and is based in the Mauricie region.

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.

Required Skills
Financial ServicesCustomer ServiceClient AdvisorySalesComplianceCommunicationProblem SolvingTeam CollaborationFinancial ProductsRegulatory Knowledge
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Posted 8 months ago