Desjardins
Financial services Agent, Clientele
Saint-Félix-de-Valois, CA
Sponsorship not specifiedDetected 62 days ago
Business DevelopmentNegotiationResearchCommunicationAdaptability
About the role
- 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 assist members and clients, providing excellent customer service.
Responsibilities
- Perform tasks and research as needed, and recommend appropriate solutions.
- Help colleagues manage their agenda and emails.
- Understanding of financial documents used in asset management
Requirements
- Knowledge of French is required
Compensation
- Competitive salary and annual bonus
Benefits
- 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
- Reimbursement of health and wellness expenses and telework equipment
- Benefits apply based on eligibility criteria.
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