Client Financial Services Agent

Desjardins Group; Montérégie; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation (4 weeks)

Pension plan

Group insurance and telemedicine

Telework equipment reimbursement

Job summary

Desjardins Group is seeking a client financial services agent to support advisors and strengthen member relationships. You will deliver personalized service, assist with routine transactions, and help drive business development with a focus on investment, financing, and protection needs.

The role requires strong communication, French language proficiency, and flexibility to travel to caisse locations. Evening availability may be required, with a full-time on-site work arrangement at multiple

Qualifications

• Demonstrates strong client service and sales skills.
• Requires ability to assess member needs and offer suitable solutions.
• Knowledge of mutual funds and financial products a plus.

Responsibilities

• Handle client requests and research to provide appropriate solutions.
• Assist colleagues with agenda and email management.
• Guide members on using tools and channels based on their preferences.
• Identify business opportunities and participate in sales development initiatives.
• Promote services and products aligned with members' needs and current strategies.

Skills

Communication

Customer focus

Interpersonal savvy

Adaptability

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund certificate

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

• Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Equity, Diversity, Inclusion and Accessibility
• 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
• Available to travel to the caisse’s various service locations
• Available to work one evening per week, either Wednesday or Thursday

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!

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.