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Financial Service Assistant Jobs in Quebec (NOW HIRING)

... can assist them or to alternative distribution channels * Work in collaboration with personal finance advisors and improve the service offered to members. What we offer* * Competitive salary and ...

... can assist them or to alternative distribution channels * Work in collaboration with personal finance advisors and improve the service offered to members. What we offer* * Competitive salary and ...

... can assist them or to alternative distribution channels * Work in collaboration with personal finance advisors and improve the service offered to members. What we offer* * Competitive salary and ...

As a financial services professional, you're attentive to the needs of our members and clients. You ... service delivery and activities. * Assist members and clients who have encountered fraud or ...

As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain ... You help sell securities products and services through various distribution channels based on ...

As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain ... You help sell securities products and services through various distribution channels based on ...

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Financial Service Assistant information

What do you do as a financial service assistant?

A financial service assistant supports clients by providing information about banking products, processing transactions, and assisting with account management. They often handle customer inquiries, perform administrative tasks, and use banking software to ensure accurate service delivery. Strong communication skills and knowledge of financial procedures are essential for this role.

What is a financial service assistant?

A financial service assistant supports financial professionals by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and need good communication skills to assist with banking, investment, or insurance services. This role typically requires attention to detail and knowledge of financial products.

What is the work of a financial service assistant?

A financial service assistant supports financial advisors or banking staff by handling client inquiries, processing transactions, maintaining records, and preparing financial documents. They often use banking software and must have good customer service skills to assist clients effectively.

What are the most commonly searched types of Financial Service jobs in Quebec?

The most popular types of Financial Service jobs in Quebec are:

What cities in Quebec are hiring for Financial Service Assistant jobs?

Cities in Quebec with the most Financial Service Assistant job openings:

Agent, Financial Services

Plessisville, QC โ€ข On-site

Full-time

Medical, Retirement, PTO

Re-posted 18 days ago


Job description

Several opportunities are currently available in the Centre-du-Quebec region.

As an agent, financial services, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. More specifically, you will be required to:

  • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own

  • Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels

  • Work in collaboration with personal finance advisors and improve the service offered to members.

What we offer*

  • 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.

What you bring to the table

Regardless of your experience or education, if you've always wanted to work in the financial services industry, send us your application.Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)-provides a unique opportunity to receive training for a career suited to your skills, goals and education.

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)