Financial Services Agent
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montréal • Canada
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About the role
- Work closely with advisors to provide personalized support to members and clients
- Assist advisors in delivering services and maintaining business relationships
- Handle client requests and provide timely solutions for investment, financing, and protection needs
- Use strong interpersonal and communication skills to ensure member/client satisfaction
- Provide substantial business development support
- Assist members and clients by delivering excellent customer service
- Prepare offers for routine transactions
- Support the sale of products and services based on members’ and clients’ needs and current strategies
Requirements
- Attestation of Collegial Studies
- Minimum of three years of relevant experience
- Mutual Fund Representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services offered to caisse members and 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 of additional products and services, and Accord D financing
- Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
- Knowledge of service standards
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 & Tools
financial documentsfinancial data integrationinvestment proceduresfinancing proceduresaccount opening procedurescross-sellingservice standardsbusiness developmentcustomer serviceproduct knowledge
Soft Skills
interpersonal skillscommunication skillsclient satisfactionrelationship managementproblem-solvingtimely solutionspersonalized supportteam collaborationcustomer focusadaptability
Certifications
Attestation of Collegial StudiesMutual Fund Representative certificate