Member-Focused Financial Services Advisor

Desjardins; Saint-Anselme; On-site; CAD 42,000 - 65,000; 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;

Benefits apply based on eligibility

Job summary

Desjardins is seeking a client financial services agent who works closely with advisors to provide personalized support to members and clients, delivering services and maintaining relationships, with the latitude to take charge of immediate needs by offering rapid solutions in investment, financing, and protection.

You will help with sales development, assist with scheduling, respond to requests, tailor your approach to client needs, and seize business opportunities to promote products and

Qualifications

• Attestation of Collegial Studies required.
• Mutual fund representative certificate – Autorité des marchés financiers is preferred.
• Knowledge of French is required; valid driver’s license and access to a vehicle may be required.

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

Interpersonal Savvy

Communicates effectively

Customer Focus

Action oriented

Nimble learning

Situational adaptability

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a client financial services agent who works closely with advisors to provide personalized support to members and clients, delivering services and maintaining relationships, with the latitude to take charge of immediate needs by offering rapid solutions in investment, financing, and protection.

You will help with sales development, assist with scheduling, respond to requests, tailor your approach to client needs, and seize business opportunities to promote products and