Financial services Agent, Clientele

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 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

• 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

• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

• 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 operating procedures related to investment and financing activities

• Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)

• Knowledge of service standards

• Available to work one evening a week until 8 p.m