Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
About the role
- Personal Finance Advisor helping Desjardins caisse members achieve financial goals through investments, loans, and insurance products. Building trusted relationships and delivering integrated financial strategies.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose solutions to meet financial goals
- Recommend investments, loans, and insurance products
- Serve as a financing expert advisor and resource person for the caisse
- Balance member/client satisfaction, business objectives, profitability, and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on strategies and identify expected results
- Manage business relationships and assess satisfaction and service quality
- Follow up and identify areas for improvement
- Stay current on financial services industry developments, market trends, and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political, and legislative events
- Knowledge of products and services for caisse members, Desjardins Business Centres, Desjardins components and distribution networks, and competitors
- Knowledge of integrating financial data into computer systems
- Knowledge of debt management
- Knowledge of legislation respecting the distribution of financial products and services
- Understanding of financial services cooperatives
- Knowledge of policies, legislation, and standards related to caisse products and services
- Knowledge of investment and financing operating procedures
- Knowledge of Desjardins business processes
- Knowledge of service standards
- Knowledge of techniques used to assess and monitor individual financing applications
- Available to work five days per week, including one evening per week
- Drive results
- Interpersonal savvy
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
- Telework equipment
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