Client Financial Services Specialist — Hybrid (Montreal)

Desjardins Group (old); Montreal; Híbrido; CAD 55.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance with telemedicine

Telework equipment reimbursement

Descripción de la vacante

Desjardins Group in Montreal is seeking a client financial services agent to support advisors and service delivery, handling requests and promoting self-service tools. You will assist with calendar and email management, help clients select investments and banking tools, and contribute to sales development.

Candidates should have Attestation of Collegial Studies, 3+ years experience, AMF mutual fund representative certificate, and French proficiency; hybrid work option available.

Formación

• Attestation of Collegial Studies is required.
• Minimum of three years of relevant experience.
• Mutual fund representative certificate – AMF is required.
• Knowledge of French is required.

Responsabilidades

• Handle requests from members and clients by taking the necessary steps and conducting the required research.
• Help with agenda and email management.
• Support members and clients with the selection and optimal use of various tools and alternate channels to promote self-service and automation.
• Seize business opportunities, and participate in sales development through various initiatives.

Conocimientos

Action oriented

Customer focus

Nimble learning

Differences

Educación

Attestation of Collegial Studies

Mutual fund representative certificate – AMF

Descripción del empleo

Desjardins Group in Montreal is seeking a client financial services agent to support advisors and service delivery, handling requests and promoting self-service tools. You will assist with calendar and email management, help clients select investments and banking tools, and contribute to sales development.

Candidates should have Attestation of Collegial Studies, 3+ years experience, AMF mutual fund representative certificate, and French proficiency; hybrid work option available.