Financial Services Agent
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Ottawa • Canada
Visit company websiteExplore more
Job Level
About the role
- Provide personalized member/client service and experience to clients with complex needs
- Be attentive to the needs of members and clients and propose personalized and effective solutions
- Seize business opportunities and provide personalized advice for optimal business development
- Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests
- Ensure the execution of all member and client banking account operations
- Proactively inform members and clients about our digital solutions
Requirements
- College diploma in a related field
- A minimum of one year relevant experience
- Strong communication skills in both French and English, both oral and written
- Knowledge of financial documents used in the field of wealth management
- Knowledge of all products and services available to caisse members and those offered in Desjardins business centers
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Knowledge of procedures for opening accounts, selling complementary products and services
- Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation processes)
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial documentswealth managementaccount opening proceduressales processesnegotiation processescompliance knowledgeproduct knowledgeservice knowledgeclient file managementbusiness development
Soft Skills
communication skillspersonalized serviceattentivenessproblem-solvingadvisory skillsproactive engagementclient relationship managementteam collaborationadaptabilitycustomer service
Certifications
college diploma