Financial Services Agent - Online Customer Service

Desjardins Group
Full time Full day
Montreal, QC

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.

Job Level


You're dynamic, recognized for your excellent customer service and knowledgeable about financial services, sales and remote business development (phone).

Are assertiveness, independence and resourcefulness your strengths?

Are you curious and passionate? Do you enjoy discovering new opportunities?

Join a motivated team of financial services agents and financial advisors in a constantly evolving environment in downtown Montreal!

As a Financial Services Agent, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You may be responsible for one or more sub-specialties, such as life and health insurance, property and casualty insurance, business services, personal services, and securities.

You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures.

General Information on the Position

Other working condition

  • Number of jobs available : 2


  • Attestation of College Studies in a related field

  • A minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

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

Specific knowledge

Intermediate-advanced proficiency in English

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

1255, rue Peel Montréal

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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