Accounting co - op student preparing financial reports and compilation engagements for BDO, a Canadian accounting and advisory firm. Building client - service, assurance, and CPA - track expertise.
About the role
- Client Financial Services Agent supporting Desjardins members with investment, financing, and protection products. Assisting advisors, resolving client requests, and supporting sales development.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Address the immediate needs of members and clients by offering simple and rapid investment, financing, and protection solutions
- Support member/client satisfaction and service quality in accordance with 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
- Handle client requests
- Perform tasks and research as needed 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 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
- 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 offered to caisse members and 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
- Availability to work one evening per week
- 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
- Reimbursement of telework equipment
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