Client Financial Services Agent

Desjardins; Lachute; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of vacation

Pension plan

Group insurance including telemedicine

Health and telework expenses

Job summary

Desjardins in Canada is hiring a client financial services agent. You work with advisors to provide personalized support to members and clients, helping deliver services and maintaining business relationships.

You will offer simple, rapid solutions in investment, financing and protection, aligned with the action plan. You will seize business opportunities, participate in sales development, create offers for routine transactions, and tailor your approach to members’ and clients’ needs.

Qualifications

• Attestation of Collegial Studies required.
• Mutual fund representative certificate – Autorité des marchés financiers preferred/required.
• Understanding of financial documents used in asset management.

Responsibilities

• Handle client requests, perform tasks and research as needed to recommend solutions.
• Help colleagues manage their agenda and emails.

Skills

Communication

Customer focus

Interpersonal savvy

Adaptability

Education

Collegial Studies certificate

Mutual fund representative certificate (AMF)

Job description

The work mode arrangement for the position is full-time on site

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:

• Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Seize business opportunities and participate in sales development initiatives.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• 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, 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
  Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)