Financial services Agent, Clientele
On-site · Thetford-Mines, Quebec, Canada
Job Summary
Provide client financial services support to Desjardins members and clients by assisting advisors, handling client requests, researching and recommending solutions, and contributing to sales development. Emphasizes personalized service, business development, and offering suitable financial products and services, with a focus on customer satisfaction and adherence to organizational standards. Includes coordination with colleagues, managing agendas and emails, and helping clients maximize tools and channels according to independence and automation preferences.
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
- 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
- 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
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