Financial services Agent, Clientele

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

Job summary

An established industry player is seeking a Financial Services Agent to provide tailored support to clients in investment and financing solutions. This role involves working closely with advisors and managing client relationships while ensuring compliance with financial systems. The ideal candidate will possess strong communication skills and a deep understanding of financial products. Join a company that values diversity and offers competitive salaries, flexible vacation, and a comprehensive benefits package, making it an exciting opportunity for growth in the financial sector.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Wellness Reimbursements

Telework Equipment

Qualifications

• 3+ years of relevant experience in financial services.
• Strong understanding of financial documents and products.

Responsibilities

• Provide personalized support to clients for investment and financing.
• Identify business opportunities and support sales initiatives.

Skills

Communication Skills

Interpersonal Skills

Adaptability

Knowledge of Financial Systems

Proficiency in French

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, assisting with investment, financing, and protection solutions.
2. Working closely with advisors to deliver services and maintain relationships.
3. Handling client requests, performing research, and recommending solutions.
4. Helping manage colleagues' agendas and emails.
5. Identifying business opportunities and supporting sales initiatives.
6. Tailoring approaches based on client needs and preferences.

Qualifications and skills required:

• Attestation of Collegial Studies and at least three years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Proficiency in French and understanding of financial documents and products.
• Knowledge of compliance, financial systems, and operational procedures.
• Effective communication, interpersonal skills, and adaptability.

What we offer:

• Competitive salary and annual bonus.
• Four weeks of flexible vacation.
• Defined benefit pension plan.
• Group insurance, wellness reimbursements, and telework equipment.

Desjardins promotes diversity and inclusion and provides accommodations for applicants with disabilities. If interested, click to learn more about this profession or to apply.