Agent in Financial Services providing support to clients. Collaborating with finance advisors and improving services in the Mauricie region.
Responsibilities
Support members and clients by informing them about available applications and digital tools that enable them to complete transactions and manage operations independently
Welcome members and customers warmly and courteously; quickly identify their needs to direct them to the appropriate person or to alternative distribution channels
Work in collaboration with personal financial advisors to enhance the service provided to members.
Requirements
No specific experience or education required — if you’ve always wanted to work in the financial services industry, we encourage you to apply
Our recruiters will contact you to identify the position that best matches your career goals.
Benefits
Competitive salary and annual bonus
Four 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 for health and wellness expenses and telework equipment
Finance & Operations Manager at Sediwork handling financial and operational tasks for a growing software company focused on medical training efficiency.
Working Student in Finance & Operations at nüchtern, a growing beverage startup in Berlin. Working closely with the COO on accounting, customer support, and operational tasks.
CFO leading financial operations in a multi - site manufacturing organization with $100M+ revenue. Driving growth, profitability, and strategic initiatives amidst 50% travel requirement.
Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
Director of Financial Management at Capital One Travel overseeing FP&A team and business analytics. Generating insights and supporting senior leaders with strategic financial planning.
Lead System Operations Specialist ensuring the 24x7 operation of distributed payment systems for the Federal Reserve. Responsible for large - scale clearinghouse and transaction processing.
Credit Advisor developing and managing custom credit relationships for strategic wealth clients. Leading credit delivery process and collaborating with Advisors and underwriting teams to meet client needs.
Financial Solutions Advisor providing personalized financial solutions to clients and helping achieve their financial goals at Bank of America. Responsible for building financial plans and recommending brokerage products.
Financial Solutions Advisor at Bank of America providing customized financial advice. Helping clients achieve their financial goals through tailored solutions and comprehensive planning.