Agent d'accompagnement aux épargnants - mandat temporaire au 27 mars 2027
- Montréal, QC
- Hybrid
- Posted Sep 9, 2026
- 1 position
Opens an external site
- Employment type
- Temporary, Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- College diploma
- Posting language
- French
- Working hours
- 40 hours per week
- Office presence
- 2 days per week
Job summary
The agent will provide professional support to savers by promoting financial products, answering inquiries, and managing account-related requests. They will also perform administrative tasks, maintain statistical reports, and assist clients with online account navigation.
Job details
The agent will provide professional support to savers by promoting financial products, answering inquiries, and managing account-related requests. They will also perform administrative tasks, maintain statistical reports, and assist clients with online account navigation. Candidates must hold a college diploma (DEC) and possess at least three years of relevant experience in customer service or financial services. Excellent proficiency in both French and English is required, along with strong knowledge of savings markets and individual taxation.
What you’ll do
The agent will provide professional support to savers by promoting financial products, answering inquiries, and managing account-related requests. They will also perform administrative tasks, maintain statistical reports, and assist clients with online account navigation.
Requirements
Candidates must hold a college diploma (DEC) and possess at least three years of relevant experience in customer service or financial services. Excellent proficiency in both French and English is required, along with strong knowledge of savings markets and individual taxation.
Benefits
- Defined benefit pension plan
- On-site fitness center
- Kinesiologist services
Listed skills
- Customer service · Preferred
- Communication · Preferred
- Problem solving · Preferred
- Data entry · Preferred
- Reporting · Preferred
- Time management · Preferred
- Attention to detail · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Customer service
- Financial services
- Communication
- Problem solving
- Data entry
- Reporting
- Financial literacy
- Taxation
- Client support
- Digital tools
- Bilingualism
- Time management
- Professionalism
- Attention to detail
Job areas
- Customer Service & Support
- Finance & Accounting
- Administrative
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