Client Financial Services Agent (Service Signature)

Desjardins; Trois-Rivières; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary plus annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health/wellness expense reimbursement;

Telework equipment

Job summary

Desjardins in Trois-Rivières, Canada seeks a clientele and financial services agent to provide personalized service to affluent clients and support advisors in wealth management networks. You will handle day-to-day banking transactions, open accounts, prepare meetings, and promote Desjardins digital solutions to clients.

The role emphasizes proactive client engagement, knowledge of Desjardins products, and collaboration with advisors to deliver tailored financial services and recommendations.

Qualifications

• Attestation of Collegial Studies is required.
• Minimum of three years of relevant experience is required.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Knowledge of Desjardins products and services and networks.

Responsibilities

• Provide personalized member/client service to affluent clients.
• Identify and meet the financial services needs of members within wealth management networks.
• Support advisors by performing transactional and operational activities.
• Open accounts and prepare meetings; follow up on client requests.
• Promote digital solutions and educate clients on using Desjardins channels.

Skills

Communication

Interpersonal skills

Adaptability

Education

Attestation of Collegial Studies

Mutual fund certificate – AMF

Job description

Required

As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and clients by becoming the go-to person when they need specific information for their day-to-day banking or to conduct day-to-day financial transactions. You also play a key role in supporting the advisors by carrying out transactional or operational activities related to the financial services offer. You create offers for routine financial transactions and sales support based on the needs and expectations of affluent clients and high net worth clients. You show them how to interact with Desjardins's tools and channels, and equip them to use the method of their choice, encouraging self-sufficiency and the use of automated operations. More specifically, you will be required to:

• Provide personalized member/client service and experience to clients with complex needs
• Be attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectations
• Seize business opportunities and provide personalized advice for optimal business development
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests
• Ensure the execution of all member and client banking account operations
• Proactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred method
• Help manage the advisor's agenda and emails
• Acquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offers

Temporary 12- Month Position

Required

As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and clients by becoming the go-to person when they need specific information for their day-to-day banking or to conduct day-to-day financial transactions. You also play a key role in supporting the advisors by carrying out transactional or operational activities related to the financial services offer. You create offers for routine financial transactions and sales support based on the needs and expectations of affluent clients and high net worth clients. You show them how to interact with Desjardins's tools and channels, and equip them to use the method of their choice, encouraging self-sufficiency and the use of automated operations. More specifically, you will be required to:

• Provide personalized member/client service and experience to clients with complex needs
• Be attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectations
• Seize business opportunities and provide personalized advice for optimal business development
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests
• Ensure the execution of all member and client banking account operations
• Proactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred method
• Help manage the advisor's agenda and emails
• Acquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offers

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
• Knowledge of all products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks.
• Knowledge of integration of financial data into systems.
• Knowledge and notions of compliance with legislation respecting the distribution of financial products and services.
• Good grasp of the philosophy and fundamentals of a financial services cooperative.
• Knowledge of operational procedures for financing and investment activities.
• Knowledge of operational procedures for convenience services and products as well as automated and assisted transactions
• Knowledge of operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing.
• Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation processes)
• Knowledge of service standards

Communicates effectively, Interpersonal Savvy, 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!

Job Family

Member/client sales and service (FG)