About the role

Client financial services agent supporting Desjardins members and advisors. Providing personalized financial solutions, customer service, and business development across investment, financing, and protection products.

Responsibilities

Work closely with advisors and provide personalized support to members and clients
Help advisors deliver services and maintain business relationships
Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Provide significant business development support
Assist members and clients and provide excellent customer service
Create offers for routine transactions
Help sell products and services based on members’ and clients’ needs and current strategies and practices
Tailor the approach based on members’ and clients’ needs
Handle client requests, perform tasks and research, and recommend appropriate solutions
Help colleagues manage their agenda and emails
Recommend solutions that meet members’ and clients’ needs and expectations
Help members and clients choose and get the most from tools and channels based on their desired independence and automation
Seize business opportunities and participate in sales development initiatives

Attestation of Collegial Studies
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Understanding of financial documents used in asset management
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of operating procedures related to opening accounts, the selling of additional products and services
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards
Action oriented
Communicates effectively
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Situational adaptability

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