Financial Services Agent – Clientele

Role Overview

• Handle client requests.
• Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage their agendas and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Seize business opportunities and participate in sales development initiatives.

Requirements

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Knowledge of French is required
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning
• Situational adaptability

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 * Benefits apply based on eligibility criteria.