Client Financial Services Agent
On-siteSalaberry-de-Valleyfield, Quebec, Canada
Job Summary
Handle client requests, perform necessary research, and recommend appropriate solutions for investment, financing, and protection needs. Create offers for routine transactions and tailor approaches based on member and client requirements to ensure satisfaction. Assist colleagues by managing their agendas and emails, while helping members utilize tools and channels according to their desired level of independence. Seize business opportunities and actively participate in sales development initiatives to support business growth. This role requires a minimum of three years of relevant experience and a mutual fund representative certificate. Desjardins, the largest cooperative financial group in North America, offers a competitive salary, annual bonus, and defined benefit pension plan.
Required Qualifications
- 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
- 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
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Communicates effectively
- Interpersonal Savvy
- Situational adaptability
Desired Qualifications
- Equity, Diversity, Inclusion and Accessibility
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