Financial Services Agent, Clientele
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Joliette • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Handle client requests.
- Perform tasks and conduct research as needed, recommending appropriate solutions.
- Help colleagues manage their calendars and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their expectations.
- Assist members and clients in selecting and maximizing their use of tools and channels based on their desired level of independence and automation.
- Identify business opportunities and participate in sales development initiatives.
Requirements
- Attestation of Collegial Studies (college-level diploma)
- A minimum of three years of relevant experience
- Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of products and services targeted to 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 account openings, the sale of additional products and services, and Accord D financing
- Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented
- Effective communication
- Customer focus
- Respect for differences
- Results driven
- Interpersonal savvy
- Agile learner
- Situational adaptability
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 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 documentsintegrating financial datacompliance with financial product distributionoperating procedures for investment activitiesoperating procedures for convenience productsoperating procedures for account openingsDesjardins business processessales developmentasset managementfinancial services
Soft skills
effective communicationcustomer focusrespect for differencesresults driveninterpersonal savvyagile learnersituational adaptabilityaction oriented
Certifications
Attestation of Collegial StudiesMutual Fund Representative Certificate