Call Center, B2B Finance and Insurance

Desjardins

. Advise, support, and build loyalty with Desjardins members and clients .

Posted 11/9/2026full-timeRemote • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing personalized financial advice and support to small and medium enterprise clients, while effectively educating clients on various group benefits and insurance products. Strong bilingual communication skills in French and English enhance client relations and service delivery.

Highest-signal resume keywords

Financial AdviceClient RelationsBilingual CommunicationGroup Benefits EducationClient Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ProductsGroup PoliciesClaims ProcessingPrescription Drugs KnowledgeVision InsuranceDental InsuranceExtended Health CareHealth Savings Account (HSA)Travel Insurance

Soft Skills

Strong Communication SkillsClient Loyalty Building

Certifications & Qualifications

College Diploma

Industry Keywords

Small and Medium EnterprisesClient Service Tasks

About the role

Key responsibilities & impact

Advise, support, and build loyalty with Desjardins members and clients
Provide a unique and personalized experience in client relations centres
Work with small and medium enterprise members and clients to provide financial advice, support, and sell or modify financial products
Educate Group Benefits clients on group policies, coverages, claims, beneficiaries, prescription drugs, vision, dental, extended health care, HSA, and travel insurance
Perform day-to-day client service tasks

Requirements

What you’ll need

College Diploma in a relevant field
A minimum of one year of relevant experience
Other combinations of qualifications and relevant experience may be considered
Strong communication skills in both French and English, both oral and written
Work arrangements are subject to change dependent upon the needs of the business or performance concerns

Benefits

Comp & perks

Competitive salary and annual bonus
4 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 of health and wellness expenses and telework equipment