Member Financial Services Advisor

Desjardins Group; Canada; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins Group is seeking a client-focused financial services agent to support members and clients on-site. You will assist advisors, deliver personalized service, and help manage relationships while promoting products aligned with the organization’s strategies.

With at least three years of experience and relevant financial certifications, you will identify opportunities, handle requests, and contribute to business development while adhering to Desjardins standards and procedures.

Qualifications

• Minimum three years of relevant experience.
• Mutual fund representative certification is preferred.
• Knowledge of financial documents used in asset management.

Responsibilities

• Handle client requests and provide personalized support to members and clients.
• Help advisors deliver services and maintain business relationships.
• Seize business opportunities and participate in sales development initiatives.
• Assist colleagues with agenda management and email handling.

Skills

Client service

Sales development

Communication

French language

Education

Attestation of Collegial Studies

Mutual fund representative certificate - Autorité des marchés financiers

Job description

Desjardins Group is seeking a client-focused financial services agent to support members and clients on-site. You will assist advisors, deliver personalized service, and help manage relationships while promoting products aligned with the organization’s strategies.

With at least three years of experience and relevant financial certifications, you will identify opportunities, handle requests, and contribute to business development while adhering to Desjardins standards and procedures.