Financial services Agent, Clientele,

Desjardins; Quebec; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Services Agent to provide personalized support to clients and members. This role involves assisting with client requests, recommending tailored solutions, and optimizing tools based on client preferences. The ideal candidate will have strong communication and interpersonal skills, along with a solid understanding of financial regulations. Join a forward-thinking company that offers competitive salaries, flexible vacation, and a defined benefit pension plan, ensuring a rewarding career in the financial services sector.

Benefits

Competitive salary

Annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Telework equipment reimbursement

Qualifications

• Minimum three years of relevant experience or equivalent qualifications.
• Knowledge of financial documents and products/services related to caisse members.

Responsibilities

• Providing personalized support to members and clients.
• Handling client requests and recommending solutions.
• Assisting colleagues with managing their agendas.

Skills

Strong communication skills

Interpersonal skills

Situational adaptability

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

Join to apply for the Financial Services Agent, Clientele role at Desjardins.

Responsibilities include:

1. Providing personalized support to members and clients, working closely with advisors.
2. Handling client requests, performing research, and recommending solutions.
3. Assisting colleagues with managing their agendas and emails.
4. Recommending solutions that meet members' and clients' needs and expectations.
5. Helping members and clients optimize their tools and channels based on their preferences.
6. Seizing business opportunities and participating in sales development initiatives.

Qualifications include:

• Attestation of Collegial Studies.
• Minimum three years of relevant experience (or equivalent qualifications).
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French, financial documents, and products/services related to caisse members and Desjardins.
• Understanding of financial regulations and cooperative philosophy.
• Strong communication, interpersonal skills, and situational adaptability.

What we offer:

• Competitive salary and annual bonus.
• Four weeks of flexible vacation from the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement for health and wellness expenses and telework equipment.