Senior Advisor, Financial Performance and Budget
Desjardins
Financial Services Agent, Business
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montréal • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan)
- Direct and assist members and clients in using the above
- Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities
- As needed, contact members and clients to confirm planned transactions
- Make courtesy calls upon request by the account managers
- Help prepare and deliver presentations targeted at members and clients and follow up on them as needed
- Contribute to business development by participating in a variety of solicitation activities
- Use contacts with members and clients to build strong business relationships
- Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date
- Ensure files are complete and in compliance with all applicable deadlines and standards for quality
- Respect all policies, practices and standards in effect for conducting transactions and operations securely
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Knowledge of French is required
- Ability to create financial statements
- Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
- Ability to enter financial data in the systems
- Knowledge of financing and credit management practices related to businesses
- Familiarity with compliance requirements for regulations on the distribution of financial products and services
- Understanding of the philosophy and inner workings of a financial services cooperative
- Knowledge of the procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing
- Knowledge of the Desjardins business processes
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial statementsfinancial data entryfinancing practicescredit managementaccount opening proceduressales techniquesbusiness product knowledgecompliance requirementsDesjardins business processesservice standards
Soft skills
action orientedeffective communicationcustomer focusinterpersonal savvynimble learningsituational adaptability
Certifications
Attestation of Collegial Studies