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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 satisfaction and service quality while leveraging knowledge of financial products and compliance standards. Proficient in business development and customer service, with a strong focus on tailoring solutions to meet client needs.
Highest-signal resume keywords
Mutual Fund Representative CertificateKnowledge of Financial DocumentsCustomer FocusBusiness Development SupportKnowledge of Compliance Standards
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 IntegrationUnderstanding of Asset ManagementKnowledge of Investment ProceduresKnowledge of Convenience ProductsKnowledge of Account Opening Procedures
Soft Skills
Effective CommunicationInterpersonal SavvyAction OrientedSituational AdaptabilityNimble Learning
Certifications & Qualifications
Attestation of Collegial StudiesMutual Fund Representative Certificate
Industry Keywords
Financial ServicesDesjardins Business ProcessesService StandardsInvestment ActivitiesFinancial Products and Services
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
- Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions for investment, financing and protection
- Ensure 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 members’ and clients’ needs and current strategies and practices
- Tailor the approach based on members’ and clients’ needs
- Handle client requests, perform tasks and research as needed, 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 get the most from tools and channels based on their desired 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
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understanding 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
- Understanding 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
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- 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