Financial Services Agent
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Lévis • Canada
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About the role
- Respond to client requests.
- Perform required tasks and research, and recommend appropriate solutions.
- Assist colleagues with managing their schedules and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their expectations.
- Help members and clients select and maximize the use of tools and channels based on their preferred level of independence and automation.
- Identify business opportunities and participate in sales development initiatives.
Requirements
- College-level diploma (Attestation of Collegial Studies)
- Minimum of three years of relevant experience
- Proficiency in French is required
- Advanced proficiency in English due to the nature of the duties, work tools, or because the position involves interactions with English-speaking partners, members, and/or clients
- 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 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 opening, 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
- Effective communication, interpersonal savvy, and 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 throughout retirement
- Group insurance including telemedicine services
- 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 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 openingcross-sellingDesjardins business processessales developmentknowledge of products and services
Soft Skills
effective communicationinterpersonal savvysituational adaptabilityattentiveness to client needsrecommendation skillscollaborationproblem-solvingclient relationship managementschedule managementresearch skills
Certifications
Attestation of Collegial Studies