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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 identifying business opportunities and delivering tailored solutions in investment, financing, and protection.
Highest-signal resume keywords
Customer Service ExcellenceBusiness Development SupportMutual Fund Representative CertificateFluency in FrenchInterpersonal Savvy
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 SolutionsBusiness Relationship ManagementSales DevelopmentRoutine Transaction OffersClient Needs AssessmentSolution Recommendation
Soft Skills
Action OrientedEffective CommunicationCustomer FocusNimble LearningSituational Adaptability
Certifications & Qualifications
Attestation of Collegial StudiesMutual Fund Representative Certificate
Industry Keywords
Client SatisfactionService QualityBusiness OpportunitiesSales InitiativesAdvisor Support
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 and practices
- Tailor the approach to members’ and clients’ needs
- Handle client requests, perform tasks and research, and recommend appropriate solutions
- Help colleagues manage their agendas and emails
- Recommend solutions meeting members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels based on their desired independence and automation
- Identify 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
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Must have a valid driver's license and access to a vehicle
- 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