Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- 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.
Responsibilities
- Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Attend to members’ and clients’ needs and recommend solutions that meet their 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
- Provide personalized support to members and clients and assist advisors in maintaining business relationships
- Create offers for routine transactions and help sell products and services based on member and client needs and current strategies
- Provide excellent customer service and support business development
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
- Available to work one evening per week until 8:00 p.m.
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- 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
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