Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
About the role
- Financial Services Representative engaging with clients in Canadian banking centers. Providing tailored financial advice and fostering client relationships for financial success.
Responsibilities
- Work in a fast-paced Banking Centre making a meaningful difference in clients’ lives
- Foster key relationships with clients and understand their financial and personal goals
- Provide informative and tailored service and recommend appropriate products and solutions
- Engage in marketing and outreach activities to demonstrate value to clients and communities
- Utilize technology to introduce clients to mobile banking applications and assist them in managing banking needs
- Flexible to work at multiple banking centres within a reasonable travel distance
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Demonstrated 1 year experience in working with clients and achieving sales results
- Prior banking experience in a similar capacity is an asset
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Paid Day Off (Purpose Day) dedicated for personal growth and development
Job title
Job type
Experience level
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Not specified
Degree requirement
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