Financial services Agent, Clientele

Overview

As a client financial services agent at Caisse de L'Érable, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services, maintain business relationships, and address immediate needs with simple and rapid solutions in investment, financing, and protection.

Responsibilities

• Handle client requests and perform tasks and research as needed.
• Recommend appropriate solutions to meet member/client needs and expectations.
• Help colleagues manage their agenda and emails.
• Guide members and clients in choosing and using tools and channels, based on desired independence and automation.
• Seize business opportunities and participate in sales development initiatives.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insur...