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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 clients and advisors, ensuring high levels of customer satisfaction and service quality. Proficient in financial services, including investment and financing solutions, with a strong understanding of compliance and operational procedures.
Highest-signal resume keywords
Customer Service ExcellenceFinancial Document UnderstandingMutual Fund Representative CertificateBusiness Development SupportKnowledge of Desjardins Business Processes
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Data IntegrationInvestment ProceduresFinancing ProceduresAccount Opening ProceduresSales and Negotiation Skills
Soft Skills
Effective CommunicationCustomer FocusInterpersonal SavvyNimble LearningSituational Adaptability
Certifications & Qualifications
Attestation of Collegial StudiesMutual Fund Representative Certificate
Industry Keywords
Financial Services CooperativesCompliance with Financial Product DistributionCaisse Member ProductsAutomated TransactionsService Standards
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 the immediate needs of members and clients by offering simple and rapid solutions related to investment, financing and protection
- Support member/client satisfaction and service quality in accordance with organizational standards and procedures
- Provide significant 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 and practices
- Tailor the approach based on members’ and clients’ needs
- Handle client requests, perform tasks and research, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Recommend solutions that meet members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels based on their desired level of independence and automation
- Seize business opportunities and 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
- Knowledge of French is required
- Mutual fund representative certificate – Autorité des marchés financiers
- Understanding of financial documents used in asset management
- Understanding of the philosophy and fundamentals of financial services cooperatives
- 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 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
- 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
- Recruitment process accommodations at any stage, upon request