Personal Finance Advisor
Desjardins
Financial Services Agent, Clientele
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • 🇨🇦 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
- Take charge of immediate needs of members and clients by offering simple and rapid solutions in investment, financing and protection
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Provide significant business development support and seize business opportunities
- Assist members and clients, providing excellent customer service
- Create offers for routine transactions and help sell products and services based on members’ needs and current strategies
- Tailor approach based on members’ and clients’ needs
- Handle client requests, perform tasks and research, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Help members and clients choose and get the most of their tools and channels based on desired independence and automation
- Participate in sales development initiatives
Requirements
- Attestation of Collegial Studies
- A 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 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 opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
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
- Telework equipment reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial documentsintegrating financial datainvestment proceduresfinancing proceduresaccount opening proceduresselling additional productsAccord D financingservice standardsbusiness developmentcustomer service
Soft skills
action orientedeffective communicationcustomer focusinterpersonal savvynimble learningsituational adaptability
Certifications
Attestation of Collegial StudiesMutual fund representative certificate