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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 business development and sales initiatives, with a strong focus on meeting client needs and expectations.
Highest-signal resume keywords
Customer Service ExcellenceBusiness Development SupportMutual Fund Representative CertificateFluency in FrenchClient Relationship Management
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 SolutionsRoutine Transaction OffersSales Development Initiatives
Soft Skills
Personalized SupportProblem SolvingCommunication SkillsCollaboration
Tools & Technologies
Client Management ToolsEmail Management
Certifications & Qualifications
Attestation of Collegial StudiesMutual Fund Representative Certificate
Industry Keywords
Client SatisfactionBusiness RelationshipsSales StrategiesInvestment NeedsFinancing Needs
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
- Offer simple and rapid solutions for investment, financing and protection needs
- Ensure member/client satisfaction and service quality in accordance with 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 tasks and research, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Recommend solutions meeting members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels
- 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
- Please note that 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
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