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Client Financial Services Agent
Desjardins. Work closely with advisors and provide personalized support to members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personalized support to members and clients, ensuring satisfaction and service quality while effectively addressing their investment, financing, and protection needs. Proficient in business development and sales initiatives, with a strong focus on customer service and relationship management.
Highest-signal resume keywords
Customer Service ExcellenceBusiness Development SupportInvestment SolutionsMutual Fund Representative CertificateFluency in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment SolutionsFinancing SolutionsProtection SolutionsSales DevelopmentClient Relationship Management
Soft Skills
Personalized SupportProblem SolvingCommunicationCollaboration
Tools & Technologies
Client Management ToolsEmail Management
Certifications & Qualifications
Mutual Fund Representative CertificateAttestation of Collegial Studies
Industry Keywords
Member SatisfactionService Quality StandardsBusiness RelationshipsSales Initiatives
About the role
Key responsibilities & impact- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Address immediate member and client needs by offering solutions related to investment, financing, and protection
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
- Provide business development support
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on member and client needs and current strategies
- Handle client requests, perform research, and recommend appropriate solutions
- Help colleagues manage agendas and emails
- Recommend solutions that meet members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels according to their desired independence and automation
- Participate in sales development initiatives
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Available to work one evening per week
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment