Agent

• Support members and clients with technological tools and applications for self-service transactions
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients affected by fraud or irregularities and refer them to appropriate partners
• Stay current on standards, products and services
• Adhere to compliance, security and risk management rules
• Support and advise members and clients on banking transactions
• Promote Desjardins products, services and distribution channels
• Offer personalized solutions and identify business opportunities
• Refer members and clients to colleagues for specialized needs
• Advise members and clients on digital solutions
• Ensure financial transactions proceed smoothly and address issues
• Provide information and support on technological tools, prevention and safety

On-site Desjardins banking advisor supporting Rimouski members with transactions, products, fraud, and digital tools

Advisory Agent, Member and Client Experience

On-site Desjardins banking advisor supporting Rimouski members with transactions, financial products, fraud assistance, and digital tools.
Promoting cooperative financial services while identifying needs and referring specialized opportunities.

• Take inbound leads online or by phone and convert them into closed mortgage applications
• Work with the documents fulfillment team to support mortgage applications
• Ensure a smooth mortgage application process for clients
• Provide insight and continuously improve the customer experience
• Handle customer complaints when they arise
• Maintain the Certified Mortgage Agent designation

Mortgage Agent converting Alberta mortgage leads into closed transactions for Ratehub

Mortgage Agent

Mortgage Agent converting Alberta mortgage leads into closed transactions for Ratehub, Canada’s mortgage lead-generation company. Managing inbound leads, applications, and client experience remotely.

• Acquérir/entretenir des connaissances scientifiques clés
• Participer aux études entreprises par des chercheurs
• Fournir un soutien scientifique et contribuer au maintien des relations
• Faire des présentations crédibles sur différents sujets scientifiques

Scientific Liaison Agent providing expertise for AbbVie’s medical affairs in Quebec and Atlantic.

Agent de liaison médicoscientifique, Soins Spécialisés

Scientific Liaison Agent engaging with healthcare professionals for AbbVie’s medical affairs. Collaborating on scientific information dissemination in Quebec and Atlantic regions.

• Collaborate with Residential Leasing Consultant in the development of effective property promotion through digital listings, social media, and community outreach initiatives
• Maintain and track a pipeline ensuring a steady stream of prospects
• Conduct regular market surveys, remain aware of the residential leasing market, and ensure rental listings are up to date in software and on website
• Engage prospects via phone, email, and in-person promptly while providing exceptional service
• Schedule and conduct property tours, showcase suites and amenities, and highlight key features in accordance with prospect needs
• Guide prospects through BlueStone’s leasing process from application submission to lease signing
• Process applications, review documentation, and track leasing progress
• Once lease is signed and approved, coordinate the transition for the move-in process to building managers
• Work collaboratively with the maintenance team and onsite residential team to achieve leasing goals and objectives

Residential Leasing Agent managing leasing for properties in London, Ontario

Residential Leasing Agent

Residential Leasing Agent providing leasing services and managing prospects for residential properties in London, Ontario. Collaborating with teams and maintaining relationships with potential residents.

• Achieving and exceeding the VBDC’s objectives with respect to customer service standards, sales objectives, call duration and other objectives.
• Demonstrate professionalism at all times: on the phone and in emails.
• Perform other duties assigned by the immediate supervisor.

VBDC Sales Agent as first contact for web customers interested in vehicles

VBDC Agent

VBDC Sales Agent facilitating customer engagement for vehicle inquiries at Cars Commerce. Excelling in achieving sales goals and enhancing customer service standards with an emphasis on professionalism.

• Lead surface land acquisition for new and existing projects, including negotiations, amendments, rent reviews, damage settlements, etc.
• Lead consultation programs to engage landowners and stakeholders effectively.
• Act as the primary point of contact for landowners, ensuring transparent communication and maintaining positive, long-term relationships.
• Prepare, review, and manage all required land documentation: lease and right-of-way agreements, survey plans, non-objections, notices, and temporary workspace.
• Obtain survey permission and access consents.
• Work closely with internal teams to support project planning and execution.
• Conduct site visits, resolve landowner concerns, and support operations as required.
• Ground truthing and site / route scouting.
• Maintain detailed, organized file management and reporting throughout the land process.
• Stay informed of relevant legislation, industry standards, and regulatory updates impacting surface land work.
• Prepare and maintain detailed consultation logs of any landowner and stakeholder interactions.
• Provide creative solutions during field negotiations to achieve mutually beneficial outcomes.
• Represent clients and BRITT Radius with professionalism, sound judgement, and discretion when engaging with landowners, tenants, and community stakeholders.

Land Agent managing surface land acquisition for BRITT RADIUS

Land Agent

Land Agent managing surface land acquisition and stakeholder engagement for BRITT RADIUS. Handling documentation, consultations, and maintaining relationships in land acquisition processes.

• Handle client requests
• Perform tasks and research as needed
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients
• Help members and clients choose and get the most of their tools and channels
• Seize business opportunities and participate in sales development initiatives

Client services role managing financial requests and sales development

Agent, Services financiers, Clientèle

Client services role managing financial requests and supporting colleagues at Desjardins Group. Engaging with members and clients to provide solutions and participating in sales initiatives.

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities.
• Monitor and process transactions required to settle their cases.
• Stay on top of the latest standards, products and services in your field.
• Uphold compliance, security and risk management standards.

Advisory Agent improving member and client experience at Desjardins.

Advisory Agent – Member and Client Experience

Advisory Agent enhancing member and client experiences at Desjardins while supporting financial processes and technological tools. Engaging clients for financial empowerment and satisfaction.

• Help give members and clients a better experience
• Listen to and address their needs
• Promote the organization's cooperative values
• Support members and clients about their banking transactions
• Provide advice on Desjardins products and services
• Identify business opportunities and refer members and clients to colleagues
• Ensure financial transactions go smoothly
• Provide information and support on technological tools
• Assist members and clients who have encountered fraud or irregularities

Advisory Agent enhancing member and client experience at Desjardins

Advisory Agent enhancing member and client experiences at Desjardins. Promoting cooperative values and supporting banking transactions with a focus on customer satisfaction.

• Soutenir la fonction des services financiers en effectuant les tâches assignées
• Accomplir des tâches conformément aux lignes directrices de séparation des tâches
• Assurer la conformité à l’ensemble des politiques financières
• Fournir une rétroaction constante à la direction
• Maintenir une relation de coopération avec les autres bureaux

Agent des services financiers supportant l'équipe comptable pour GHD

Agent(e) aux comptes payables

Agent des services financiers supportant l'équipe des services financiers chez GHD. Apportant un soutien proactif en comptabilité et gestion des comptes.

• Establish and maintain relationships with external experts
• Respond to inquiries by providing scientific/medical information
• Deliver presentations on various scientific topics
• Attend relevant meetings and conferences and prepare summaries of key data

Agent de liaison médicoscientifique pour AbbVie en gastroentérologie

Medical Science Liaison, Gastroenterology

Agent de liaison médicoscientifique pour AbbVie, soutenant les experts en gastroentérologie. Établir des relations scientifiques et fournir des informations clés.

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

Member/client experience advisor improving banking interactions for clients and members

Member/client experience advisor improving banking transactions and promoting Desjardins products and services. Supporting clients in using technology securely and assisting in fraud-related queries.

• Acquire and maintain key scientific knowledge to credibly communicate information to external experts and other healthcare professionals to support the development of professional working relationships.
• Participate in investigator-initiated studies, clinical trials, and medical projects within the relevant therapeutic area and ensure appropriate follow-up.
• Provide scientific support and contribute to maintaining relationships with external experts and academic centers.
• Deliver credible scientific presentations on various topics to healthcare professionals, individually or in groups.
• Participate in the targeting process for qualified healthcare professionals with whom AbbVie may engage in collaborative projects (e.g., research or support for conferences/meetings such as advisory boards, congresses, symposiums, etc.) and ensure a high degree of integrity in the scientific or informational content shared within those collaborations.
• Attend relevant meetings/conferences and prepare summaries of key data presented.

Scientific Liaison Agent in gastroenterology for AbbVie, developing expert relationships.

Scientific Liaison Agent in gastroenterology at AbbVie, requiring postgraduate degree and 2+ years experience. Engage with healthcare professionals and support clinical projects in a full-time role.

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

Advisory Agent improving member and client experience at Desjardins

Advisory Agent focusing on improving member and client experience by advising on banking transactions. Collaborate on business development and support members with tech tools and fraud situations.

• Support members and clients by informing them about technological tools and applications that enable them to perform transactions and operations independently.
• Contribute to business development and maintain business relationships through service delivery and outreach activities.
• Assist members and clients who have experienced fraud or irregularities, ensuring they are referred to the appropriate partners.
• Keep up to date with the latest standards, products, and services in your field.
• Adhere to compliance, security, and risk management policies and procedures.

Advisory Agent enhancing member and client experiences in financial transactions.

Advisory Agent at Caisse Desjardins improving member and client experiences in financial transactions and technological support. Supporting clients with advice on banking, products, and services.

• Enter data into client files based on requests from collections agents
• Assess losses
• Verify invoices and ensure accounting payments
• Handle collections files and follow up on auto-related cases
• Send release letters
• Conduct administrative research
• Format Excel spreadsheets
• Send out letters
• Schedule and follow up on appointments (towing, repairs, etc.)
• Submit investigation requests
• Perform other various administrative tasks

Administrative Agent managing collections and data entry tasks

Administrative Agent – Collection, Repair Loans

Administrative Agent managing data entry and collections tasks at Iceberg Finance in Toronto, Ontario. Collaborating on automotive and personal finance solutions in a hybrid work environment.

• Provide phone and written service to administrative staff of MGAs, advisors, and our clients for active policies
• Receive inquiries from MGA administrative staff, sales teams, and sales support (by phone or email), as well as from advisors and clients; analyze the nature of the requests and relay the appropriate information
• Identify optimal solutions to each issue raised by our partners by communicating with internal stakeholders (underwriting, policy issuance, sales support, actuarial, etc.)
• Handle correspondence related to complex cases that require a client response for recently submitted files
• Act as a point of contact and provide necessary support to less experienced colleagues or other departments to ensure service quality targets are consistently met or exceeded
• Propose new working methods to improve operational efficiency, service quality, and the customer experience
• Produce reports on activities related to in-force business
• Answer overflow lines for individual life insurance customer service

Agents de service aux partenaires fournissant un soutien aux clients et aux conseillers

Partners Service Agent

Agents de service aux partenaires fournissant un soutien téléphonique et par écrit aux clients et aux conseillers. Analyse de requêtes et recherche de solutions optimales pour le service à la clientèle.

• Help give members and clients a better experience, and ensure that they are satisfied
• Make sure members and clients feel welcome, listen to and address their needs
• Help members with their financial empowerment
• Promote the organization's cooperative values through the support provided
• Support and advise members and clients on available financial products and services
• Promote the various distribution channels available
• Open accounts for members and help with their financial transactions
• Remain attentive to members' needs to offer personalized solutions
• Identify business opportunities, refer members to colleagues for specialized needs
• Be an ambassador of digital solutions and advise members on their use
• Ensure financial transactions go smoothly, addressing any issues
• Provide information and support on technological tools, sharing advice about prevention and safety
• Stay up to date with standards, products, and services in the field
• Uphold compliance, security, and risk management standards

Advisory Agent enhancing member and client experiences at Desjardins.

As an Advisory Agent, enhance member and client experiences by providing personalized financial support. Work at Desjardins to promote cooperative values and assist with financial products and services.

• Support members and clients by telling them about technological tools and applications
• Contribute to business development and maintain business relationships
• Assist members and clients who have encountered fraud or irregularities
• Stay on top of the latest standards, products and services in your field
• Adhere to compliance, security and risk management rules

Advisory Agent enhancing member and client experience in a financial services setting

Advisory Agent enhancing financial services experience for members and clients. Providing support on digital solutions, transactions, and promoting cooperative values in Canada.

Agent jobs in Canada

See all jobs on JobTailor

Advisory Agent, Member and Client Experience

Mortgage Agent

Agent de liaison médicoscientifique, Soins Spécialisés

Residential Leasing Agent

VBDC Agent

Land Agent

Agent, Services financiers, Clientèle

Advisory Agent – Member and Client Experience

Advisory Agent, Member and Client Experience

Agent(e) aux comptes payables

Medical Science Liaison, Gastroenterology

Advisory Agent, Member and Client Experience

Medical Science Liaison, Gastroenterology

Advisory Agent, Member and Client Experience

Advisory Agent – Member and Client Experience

Administrative Agent – Collection, Repair Loans

Partners Service Agent

Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience