Desjardins Group is looking for a Financial Services Agent, Clientele to provide personalized support to members and clients. In this role, you will work closely with advisors to help deliver services, maintain business relationships, and offer simple, rapid solutions.
What You'll Do
- Work closely with advisors and provide personalized support to members and clients.
- Help advisors deliver services and maintain business relationships.
- Take charge of immediate needs by offering simple and rapid solutions in investment, financing, and protection.
- Ensure member and client satisfaction and service quality in accordance with organizational standards.
- Provide significant business development support.
- Assist members and clients, delivering excellent customer service.
- Create offers for routine transactions and help sell products and services based on client needs and current strategies.
- Tailor your approach based on the specific needs of members and clients.
What We're Looking For
- Attestation of Collegial Studies.
- A minimum of three years of relevant experience.
- Mutual fund representative certificate from the 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, 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 the Desjardins business processes (e.g., sales, solicitation, and negotiation).
- Knowledge of service standards.
- Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability.
Nice to Have
- Other combinations of qualifications and relevant experience may be considered.
Team & Environment
You will work closely with advisors, providing essential support to their teams.
Benefits & Compensation
- Competitive salary and annual bonus.
- 4 weeks of flexible vacation starting in the first year.
- Defined benefit pension plan providing predictable, stable income throughout retirement.
- Group insurance including telemedicine.
- Reimbursement of health and wellness expenses and telework equipment.
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind.
