Client Financial Services Agent

Desjardins Group; Sherbrooke; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Defined pension plan

Group insurance

Telework equipment reimbursement

Job summary

Desjardins Group is hiring a client financial services agent in Sherbrooke, Canada. You will work closely with advisors to provide personalized support to members and clients, ensuring service quality and satisfaction while helping to grow business opportunities.

You will handle requests, perform research, and recommend solutions, while guiding members on tools and channels to fit their independence and automation preferences. The role emphasizes adherence to Desjardins standards and procedures.

Qualifications

• Attestation of Collegial Studies.
• At least three years of relevant experience.
• Mutual fund representative certificate.
• Knowledge of Desjardins products and networks.
• Understanding of financial documents used in asset management.
• Understanding of the Act respecting the distribution of financial products and services.
• Familiarity with Desjardins business processes and service standards.

Responsibilities

• 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.
• Help members and clients choose and get the most of their tools and channels based on independence and automation.
• Seize business opportunities and participate in sales development initiatives.

Skills

Customer service

Financial knowledge

Communication skills

Sales development

Interpersonal savvy

Education

Attestation of Collegial Studies

Tools

Financial data systems

Job description

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.
• #LI-Hybrid

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
• 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
• 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)

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.

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