Client Financial Services Advisor | Growth & Solutions

Desjardins Group; La Sarre; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment

Job summary

Desjardins Group in Canada is seeking a client financial services agent to work with advisors and provide personalized support to members and clients. You will handle requests, perform research, and offer solutions in investment, financing and protection, while building business relationships and ensuring service quality.

You will be involved in helping colleagues manage their agendas, guiding members in using Desjardins tools and channels, and seizing sales opportunities as part of development

Qualifications

• Minimum three years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of Desjardins products and services and asset management.
• Fluency in French and ability to interpret financial documents.

Responsibilities

• Handle client requests and perform tasks and research as needed.
• Recommend appropriate solutions and help colleagues manage their schedules.
• Assist members in leveraging tools and channels for optimal independence and automation.
• Seize business opportunities and participate in sales development initiatives.

Skills

Mutual fund representative certificate

French language proficiency

Asset management knowledge

Customer service excellence

Education

Attestation of Collegial Studies

Job description

Desjardins Group in Canada is seeking a client financial services agent to work with advisors and provide personalized support to members and clients. You will handle requests, perform research, and offer solutions in investment, financing and protection, while building business relationships and ensuring service quality.

You will be involved in helping colleagues manage their agendas, guiding members in using Desjardins tools and channels, and seizing sales opportunities as part of development