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Financial Services Agent – Clientele
Desjardins. Work closely with advisors and provide personalized support to members and clients .
About the role
Key responsibilities & impact- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Provide straightforward, timely solutions for investment, financing, and protection needs
- Prepare offers for routine transactions
- Customize your approach based on members’ and clients’ needs
- Handle client requests, complete tasks, and conduct research as required
Requirements
What you’ll need- Attestation of Collegial Studies (or equivalent)
- Minimum of three years of relevant experience
- Proficiency in French is required
- Action-oriented
- Effective communication
- Customer-focused
- Respect for diversity
- Strong interpersonal skills
- Learning agility
- Situational adaptability
Benefits
Comp & perks- 4 weeks of flexible vacation beginning in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
effective communicationcustomer-focusedstrong interpersonal skillsaction-orientedrespect for diversitylearning agilitysituational adaptability
Certifications
Attestation of Collegial Studies