Financial Services Agent, Operations
Desjardins
Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montréal • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- Provide personal finance advice to clients
- Assist clients with their financial needs and goals
- Manage client relationships and ensure satisfaction
- Collaborate with team members to enhance service delivery
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Nimble learning
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
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
action orientedcustomer focusnimble learning
Certifications
college diploma
