FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Client Financial Services Agent
Desjardins. Handle client requests, perform tasks and research as needed, and recommend appropriate solutions .
About the role
Key responsibilities & impact- 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
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on members’ and clients’ needs and current strategies and practices
- Tailor the approach based on members’ and clients’ needs
- Provide business development support and help advisors maintain business relationships
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Knowledge of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented, Collaborates, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
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