Hybrid Client Financial Services Advisor

Desjardins Group; Canada; Hybrid; CAD 48,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins Group is seeking a client financial services agent to support members and clients with personalized service, delivering simple, rapid solutions in investments, financing and protection in line with our standards.

In a hybrid, member-facing role, you will handle client requests, perform research to recommend solutions, help colleagues manage their agendas, seize business opportunities, and contribute to sales development.

Qualifications

• Minimum of three years of relevant experience.
• Knowledge of French is required.
• Understanding of financial documents used in asset management.
• Knowledge of operating procedures related to investment and financing activities.

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 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.

Skills

Customer focus

Interpersonal savvy

Nimble learning

Situational adaptability

Communicates effectively

Action oriented

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Group is seeking a client financial services agent to support members and clients with personalized service, delivering simple, rapid solutions in investments, financing and protection in line with our standards.

In a hybrid, member-facing role, you will handle client requests, perform research to recommend solutions, help colleagues manage their agendas, seize business opportunities, and contribute to sales development.