Client Financial Services Agent

Jobtailor; Louiseville; On-site; CAD 52,000 - 78,000; Full time

Job summary

Jobtailor in Quebec is seeking a detailed and client-focused financial services professional to support members and advisors. You will deliver personalized assistance, respond to immediate needs, and help maintain strong client relationships across investment, financing, and protection products.

Fluency in French is required, along with an Attestation of Collegial Studies and a Mutual Fund Representative Certificate.

Qualifications

• Attestation of Collegial Studies is required.
• Minimum of three years of relevant experience.
• Mutual Fund Representative Certificate – Autorité des marchés financiers (AMF) is required.
• French language proficiency is required.
• Understanding of financial documents used in asset management.
• Knowledge of Desjardins products, processes, and distribution networks; familiarity with competitors.
• Knowledge of integrating financial data into systems.
• Understanding of compliance with financial distribution laws and procedures.

Responsibilities

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Provide business development support
• Assist members and clients and provide excellent customer service
• Create offers for routine transactions
• Help sell products and services based on members’ and clients’ needs and current strategies and practices
• Tailor the approach based on members’ and clients’ needs
• Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
• Seize business opportunities and participate in sales development initiatives

Education

Attestation of Collegial Studies

Mutual Fund Representative Certificate

Job description

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Provide business development support
• Assist members and clients and provide excellent customer service
• Create offers for routine transactions
• Help sell products and services based on members’ and clients’ needs and current strategies and practices
• Tailor the approach based on members’ and clients’ needs
• Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Recommend solutions that meet members’ and clients’ needs and expectations
• Help members and clients choose and use tools and channels suited to their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Requirements

• 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, and Accord D financing
• Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
• Knowledge of service standards

Core Competencies

Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction and service quality while adhering to compliance standards. Proficient in financial document analysis and business development, with a strong understanding of investment and financing procedures.

Highest-signal resume keywords

• Mutual Fund Representative Certificate
• Knowledge of Financial Documents
• Client Relationship Management
• Business Development Support
• Fluency in French

Hard Skills

• Understanding of Compliance Standards
• Knowledge of Investment Procedures
• Knowledge of Financial Products
• Integration of Financial Data
• Knowledge of Operating Procedures

Soft Skills

• Excellent Customer Service
• Personalized Support
• Problem Solving
• Communication Skills
• Tailored Client Approach

Certifications & Qualifications

• Attestation of Collegial Studies
• Mutual Fund Representative Certificate

Industry Keywords

• Financial Services Cooperatives
• Desjardins Business Processes
• Asset Management
• Convenience Products
• Automated Transactions