As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:
1. Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
2. Help colleagues manage their agenda and emails.
3. Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
4. Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
5. Seize business opportunities and participate in sales development initiatives.
What we offer*
6. Competitive salary and annual bonus
7. 4 weeks of flexible vacation starting in the first year
8. Defined benefit pension plan that provides predictable, stable income throughout retirement
9. Group insurance including telemedicine
10. Reimbursement of health and wellness expenses and telework equipment
*
What you bring to the table
11. Attestation of Collegial Studies
12. A minimum of three years of relevant experience
13. Please note that other combinations of qualifications and relevant experience may be considered
14. Mutual fund representative certificate – Autorité des marchés financiers
15. Knowledge of French is required
16. Understanding of financial documents used in asset management
17. 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
18. Knowledge of integrating financial data into systems
19. Knowledge of compliance with An Act respecting the distribution of financial products and services
20. Understanding of the philosophy and fundamentals of financial services cooperatives
21. Knowledge of operating procedures related to investment and financing activities
22. Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
23. Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
24. Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
25. Knowledge of service standards
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
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Trade Union (If applicable)