Financial Services Agent, Clientele
Desjardins
full-time
Posted on:
Location Type: Office
Location: Saint-Pierre-de-l'Île-d'Orléans • 🇨🇦 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
- Address the immediate needs of members and clients
- Provide solutions related to investments, financing and protection
- Ensure member/client satisfaction and service quality
- Provide significant business development support
- Prepare proposals for routine transactions
- Support the sale of products and services based on clients' needs
- Tailor approach according to clients’ needs
- Handle client requests and recommend appropriate solutions
- Assist colleagues with managing calendars and emails
Requirements
- Attestation of Collegial Studies (AEC) or equivalent
- A minimum of three years of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in French is required
- Understanding of financial documents used in asset management
- Knowledge of products and services targeted to Desjardins caisse (credit union) members and those offered by Desjardins business centres
- Experience integrating financial data into systems
- Knowledge of compliance with "An Act respecting the distribution of financial products and services" (Quebec legislation)
- Understanding of the philosophy and fundamentals of financial services cooperatives
- 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
financial data integrationinvestment solutionsfinancing solutionsprotection solutionsproposal preparationclient needs assessmentservice quality assurancebusiness development supportfinancial document understandingknowledge of financial products
Soft skills
personalized supportbusiness relationship managementclient satisfaction focustailored communicationproblem-solvingcollaborationorganizational skillstime managementinterpersonal skillsadaptability
Certifications
Attestation of Collegial Studies (AEC)Mutual Fund Representative certificateAutorité des marchés financiers (AMF)