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Agent d'accompagnement aux épargnants - mandat temporaire au 27 mars 2027

French posting
  • Montréal, QC
  • Hybrid
  • Posted Sep 9, 2026
  • 1 position

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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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