Financial Services Agent, Clientele
Desjardins
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
- Handle client requests.
- Perform tasks and research as needed, and recommend appropriate solutions.
- Help colleagues manage their agenda and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
- Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
- Seize business opportunities and 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial data integrationunderstanding of financial documentsknowledge of investment proceduresknowledge of convenience productsknowledge of account opening proceduresknowledge of sales processesknowledge of compliance standardsknowledge of automated transactionsknowledge of financial productsknowledge of service standards
Soft skills
customer focuseffective communicationinterpersonal savvyaction orientednimble learningsituational adaptability
Certifications
Mutual fund representative certificateAttestation of Collegial Studies