Client Financial Services Agent supporting Desjardins members with investment, financing, and protection products. Assisting advisors, resolving client requests, and supporting sales development.
About the role
- Conseiller en finances personnelles chez Desjardins, le plus grand groupe financier coopératif d’Amérique du Nord. Accompagnement de membres jeunesse et particuliers en placement, financement et protection.
Responsibilities
- Develop and maintain a long-term, trust-based business relationship with members and clients
- Ensure member and client satisfaction
- Listen to members’ and clients’ needs and provide advice tailored to their financial situation
- Support members and clients in choosing solutions that help them achieve their financial goals
- Manage a client portfolio composed of youth clients and individual members
- Propose offers related to investments, financing and protection (insurance)
- Act as the financing expert and resource person for the credit union
- Ensure alignment between member and client satisfaction, business objectives, risk management and profitability
- Collaborate with various partners and specialists to propose integrated strategies
- Advise members and clients on the best strategies and determine target outcomes with them
- Evaluate member and client satisfaction and service quality, perform follow-ups and recommend required improvements
- Stay up to date on financial news, market trends and best practices
- Carry out representation activities and contribute to the credit union’s presence in the community
Requirements
- College diploma (DEC) in a relevant technical discipline
- Minimum of two years of relevant experience
- Other combinations of education and relevant experience may be considered
- Certificate as a Group Savings Representative – Autorité des marchés financiers (AMF)
- Proficiency in French required
- Knowledge of financial, economic, political and legislative news
- Knowledge of all products and services offered to Caisse members and those offered by Desjardins Business Centres, as well as the Desjardins distribution networks and competitors
- Knowledge of integrating financial data into systems
- Knowledge of debt management
- Knowledge and awareness of compliance with laws governing the distribution of financial products and services
- Knowledge of the philosophy and operation of a financial services cooperative
- Knowledge of policies, legislation and standards related to the products and services offered by the Caisse
- Knowledge of operational procedures related to financing and investment activities
- Knowledge of Desjardins’ business processes and service standards
- Knowledge of techniques for evaluating and monitoring individual financing applications
- Behavioral competencies: Action Oriented, Customer Focus, Embracing Differences, Drive for Results, Interpersonal Savvy, Nimble Learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance plan including telemedicine services
- Reimbursement of expenses related to health, wellness and telework equipment
- Hybrid work arrangement
- Accommodation at any stage of the recruitment process
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