Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Hybrid Client Financial Services Agent supporting Desjardins members and advisors. Handling financial-service requests, recommending solutions, and contributing to product sales and business development.
Responsibilities
- Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Be attentive to members’ and clients’ needs and recommend solutions that meet their needs and expectations
- Help members and clients choose and get the most from their tools and channels based on their desired independence and automation
- Seize business opportunities and participate in sales development initiatives
- Provide personalized support to members and clients while working closely with advisors
- 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
- Provide significant business development support and help advisors maintain business relationships
Requirements
- 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, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Availability to work one evening per week
- Communicates effectively
- Interpersonal Savvy
- Situational adaptability
Benefits
- 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
- Benefits apply based on eligibility criteria.
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Client Financial Services Agent supporting Desjardins members and advisors with investment, financing, protection, and client service. Hybrid role focused on solutions, sales development, and business relationships.
Client Financial Services Agent supporting Desjardins members with banking, investment, financing, and protection services. Handling requests, recommending solutions, and supporting sales development.