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Client Financial Services Agent - Virtual Full-time Job

9 months ago Financial Services Montréal   369 views
Job Details

Employment level


You are a dynamic person, you are recognized for your excellent customer service and your knowledge of financial services, sales and remote business development (telephone).

Boldness, autonomy and resourcefulness are your strengths?

Are you curious, passionate and like to discover new opportunities?

Join a mobilized team of virtual financial agents and advisers in a rapidly changing environment, in downtown Montreal!

As Client Financial Services Agent - Virtual, you participate in the management and maintenance of the business relationship with members and clients by supporting sales and business development. You carry out support activities related to the sale of products and services through various distribution channels meeting the needs of members and customers according to the strategies and practices in force. May cover more than one subspecialty such as life and health insurance, property and casualty insurance, businesses, individuals and securities.

Your role is to provide support to members and clients in your fields and to participate in maintaining business relationships. You carry out sales, sales support or customer relations activities for specific products and services or specific information requests, according to current practices and this, by making the most of your ability to adapt your approach when the situation requires it. Your mastery of interpersonal relationships and your ability to communicate effectively allow you to ensure the satisfaction of members and clients and the quality of the services provided, while respecting the standards and procedures of the company.

Special condition

  • Number of jobs available: 2 

Required profile

  • Attestation of college studies in an appropriate discipline
  • A minimum of two years of relevant experience

Please note that other combinations of relevant education and experience could be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Advanced intermediate level English proficiency 

Desjardins transversal skills

Cooperate, Be customer-oriented, Be action-oriented, Stimulate innovation

Company Description
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.