Financial Services Agent, Clientele
Desjardins
Client Financial Services Agent
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Joliette • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Use interpersonal skills and strong communication to ensure member/client satisfaction and service quality
- Provide significant business development support
- Assist members and clients, delivering excellent customer service
- Handle routine transactions and help sell products and services based on members’ and clients’ needs
- Tailor your approach to each member’s and client’s needs
- Manage client requests
- Perform tasks and conduct research as needed, recommending appropriate solutions
- Assist colleagues with calendar and email management
- Be attentive to members’ and clients’ needs and recommend solutions that meet their expectations
- Help members and clients choose and optimize their tools and channels according to their desired level of independence and automation
- Identify business opportunities and participate in sales development initiatives
Requirements
- College diploma (Attestation of Collegial Studies)
- Minimum of three years of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Fluency in French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services targeted to caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of 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 account openings, cross-selling additional products and services, and Accord D financing
- Knowledge of Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer focus
- Values diversity
- Drive for results
- Interpersonal savvy
- Agile learner
- Situational adaptability
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income in retirement
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial documentsintegrating financial datacompliance with An Act respecting the distribution of financial products and servicesoperating procedures related to investment and financing activitiesoperating procedures related to convenience products and servicesoperating procedures related to account openingscross-sellingAccord D financingDesjardins business processesservice standards
Soft skills
interpersonal skillsstrong communicationcustomer focusaction orientedeffective communicationvalues diversitydrive for resultsinterpersonal savvyagile learnersituational adaptability
Certifications
Mutual Fund Representative certificateAttestation of Collegial Studies