Financial Literacy Consultant supporting medical learners at the University of Alberta. Providing debt counseling, financial education, and accreditation support.
About the role
- Client financial services agent supporting Desjardins members and advisors. Handling requests, recommending financial solutions, and contributing to sales development.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Provide immediate solutions related to investment, financing and protection
- 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
- Handle client requests, perform tasks and research, 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
- Seize 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
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
Job title
Job type
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