Finance executive scaling systems, cash flow, and profitability for Hadley Designs’ screen - free learning products. Leading financial strategy, automation, budgeting, and forecasting for growth toward $100M.
About the role
- Client financial services agent supporting Desjardins members with investment, financing, and protection solutions. Assisting advisors, serving clients, and developing sales opportunities.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Address immediate member and client needs by offering solutions related to investment, financing, and protection
- Ensure member and client satisfaction and service quality according to organizational standards and procedures
- Provide business development support
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on member and client needs and current strategies and practices
- Tailor the approach to members’ and clients’ needs
- Handle client requests, perform research, and recommend appropriate solutions
- Help colleagues manage their agendas and emails
- Recommend solutions that meet members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels based on their desired independence and automation
- Identify business opportunities and participate in sales development initiatives
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 products and services aimed at caisse members and offered by Desjardins business centres, components, distribution networks, and 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, selling additional products and services, and Accord D financing
- Knowledge of Desjardins business processes, including sales, solicitation, and negotiation
- Knowledge of service standards
- 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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