Financial Services Associate, Desjardins Signature Clientele Service
4 days ago
Join to apply for the Financial Services Associate, Desjardins Signature Clientele Service role at Desjardins Responsibilities Identify current and potential needs, with a focus on growing the wealth of members and clients. Identify and analyze member and client needs, and offer personalized advice regarding financing, complementary investments and everyday financial solutions. Analyze, answer, handle and follow up on member/client queries about banking services. Stay on top of the latest standards, products and services in your field. Negotiate credit conditions in accordance with risk management and profitability standards. Be familiar with Desjardins's digital solutions and help members and clients use them by providing information and assistance. Contribute to business development objectives for Signature Service (Desjardins Securities) by working closely with key collaborators at Desjardins, while ensuring the in‑transfer and development of new business with target clients. Structure highly complex financing applications. Qualifications Bachelor's degree in a related field. A minimum of two 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. Awareness of financial, economic, political and legislative events. Understanding of individual markets, business leaders, and the caisse’s external environment (e.g., clientele, market and competition). Knowledge of tax and financial issues for individuals and business owners. Familiarity with all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and Desjardins distribution networks, and those offered by the competition. Good grasp of the philosophy and fundamentals of a financial services cooperative. Knowledge of policies, legislation and standards as they relate to caisse products and services. Knowledge of Desjardins business processes and service standards. Experience in debt management, assessment and follow‑up techniques applicable to financing requests. Benefits 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. Benefits apply based on eligibility criteria. What You Bring to the Table Action oriented, customer focus, difference, drive results, interpersonal savvy, nimble learning. Diversity, Equity & Inclusion 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 Job Details Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industry: Banking Unposting Date: 2026-01-11 #J-18808-Ljbffr
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