Client Financial Services Agent
DesjardinsSupport Desjardins members and advisors with financial service requests and tailored recommendations. Help develop business by identifying member needs and suggesting relevant solutions.
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Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.
Client Financial Services Agent (Hybrid) — Saint-Bruno-de-Montarville
Support Desjardins members and advisors by responding to requests and recommending financial solutions. Contribute to sales across investment, financing, and protection services.
Description
- Provide personalized support to members and clients while working closely with advisors.
- Support advisors in delivering services and maintaining business relationships.
- Address members’ and clients’ immediate needs with timely solutions for investment, financing, and protection, in line with the action plan.
- Maintain member and client satisfaction and service quality by following organizational standards and procedures.
- Provide substantial support for business development.
- Assist members and clients with attentive, high-quality service.
- Prepare offers for routine transactions.
- Support the sale of products and services according to member and client needs and current strategies and practices.
- Adapt the service approach to each member’s or client’s needs.
- Respond to client requests, complete related tasks and research, and recommend suitable solutions.
- Help colleagues organize their schedules and manage email.
- Recommend options that meet members’ and clients’ needs and expectations.
- Guide members and clients in selecting and using tools and service channels that suit their preferred level of independence and automation.
- Identify business opportunities and take part in sales development initiatives.
Requirements
- Attestation of Collegial Studies.
- At least three years of relevant experience.
- Other combinations of qualifications and relevant experience may be considered.
- Mutual fund representative certificate issued by the Autorité des marchés financiers.
- Knowledge of French is required.
- Ability to understand financial documents used in asset management.
- Knowledge of products and services for caisse members, those offered by Desjardins business centres, components, and distribution networks, and competitors’ offerings.
- Knowledge of how to enter financial data into systems.
- Knowledge of compliance with An Act respecting the distribution of financial products and services.
- Understanding of the principles and philosophy of financial services cooperatives.
- Knowledge of procedures for investment and financing activities.
- Knowledge of procedures for convenience products and services, including automated and assisted transactions.
- Knowledge of procedures for opening accounts, selling additional products and services, and Accord D financing.
- Availability to work one evening per week.
- Action oriented.
- Effective communication skills.
- Customer focus.
- Ability to work across differences.
- Interpersonal savvy.
- Nimble learning.
- Situational adaptability.
Benefits
- Competitive salary and annual bonus.
- Four weeks of flexible vacation beginning in the first year.
- Defined benefit pension plan offering predictable, stable retirement income.
- Group insurance, including telemedicine.
- Reimbursement for health and wellness expenses and telework equipment.
- Accommodations are available upon request at any stage of the recruitment process.
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