Financial services Agent, Clientele

4 weeks ago

SainteThérèse, Canada Desjardins Full time

Join to apply for the Financial services Agent, Clientele role at Desjardins Key Responsibilities Handle client requests, perform tasks and research as needed, and recommend appropriate solutions. Help colleagues manage their agenda and emails. Be attentive to members’ and clients’ needs and recommend solutions that meet their expectations. Help members and clients choose and get the most out of their tools and channels based on how much independence and automation they want. Seize business opportunities and participate in sales development initiatives. Benefits Competitive salary and annual bonus. 4 weeks of flexible vacation starting in the first year. Defined benefit pension plan providing predictable, stable income throughout retirement. Group insurance including telemedicine. Reimbursement of health and wellness expenses and telework equipment. Benefits apply based on eligibility criteria. What You Bring To The Table 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, selling additional products and services, and Accord D financing. Knowledge of the Desjardins business processes (e.g., sales, solicitation and negotiation). Knowledge of service standards. Core Competencies Action oriented. Communicates effectively. Customer focus. Differences. Interpersonal Savvy. Nimble learning. Situational adaptability. At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Referrals increase your chances of interviewing at Desjardins by 2x. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr

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