Financial Services Agent, Clientele
Desjardins
Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer advice and help choose appropriate solutions to meet financial goals
- Work closely with a client base consisting mainly of individual members and businesses
- Recommend investments, loans and insurance products to drive results
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with partners and experts to design integrated financial strategies
- Advise members and clients on best strategies and identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Debt management
- Notions of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Familiarity with Desjardins business processes and service standards
- Techniques used to assess and monitor individual financing applications
- Action oriented; Customer Focus; Differences; Drive results; Interpersonal Savvy; Nimble learning
- Other combinations of qualifications and relevant experience may be considered
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses
- Reimbursement/allowance for telework equipment
- Benefits apply based on eligibility criteria
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
debt managementfinancial strategiesinvestment recommendationsloan recommendationsinsurance productscompliance with legislationfinancial product distributionassessment of financing applicationsfinancial services knowledgemarket trends analysis
Soft skills
customer focusinterpersonal savvyaction orienteddrive resultsnimble learningbusiness relationship managementclient satisfaction assessmentservice quality improvementadvisory skillscommunity representation
Certifications
Bachelor's degreeMutual fund representative certificate