Financial Services Agent
2 months ago
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.
Job Level
NV-05
The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities.
General Information on the Position
- Main Responsibilities- Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the above-
- Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities-
- As needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managers-
- Help prepare and deliver presentations targeted at members and clients and follow up on them as needed-
- Contribute to business development by participating in a variety of solicitation activities-
- Use contacts with members and clients to build strong business relationships. Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date-
- Ensure files are complete and in compliance with all applicable deadlines and standards for quality-
- Respect all policies, practices and standards in effect for conducting transactions and operations securely- Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid-
- Number of jobs available : 1- Qualifications- Attestation of College Studies in a related field-
- A minimum of three years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers-
- For vacant positions available in Quebec, please note that knowledge of French is required- Specific knowledge- Ability to create financial statements-
- Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition-
- Ability to enter financial data in the systems-
- Knowledge of financing and credit management practices related to businesses-
- Familiarity with compliance requirements for regulations on the distribution of financial products and services-
- Understanding of the philosophy and inner workings of a financial services cooperative-
- Knowledge of the procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing-
- Knowledge of the Desjardins business processes-
- Knowledge of service standardsDesjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Interpersonal Savvy, Situational adaptability
Work Location
245, Boul. St-Jean-Baptiste, Bureau 200
Trade Union
Non Syndiqué
Unposting Date
2023-03-23
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
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