Financial Services Agent

3 weeks ago

Victoriaville, Canada Desjardins Full time

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-08

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network.

You develop personalized strategies and offer banking products and services. You serve as a debt management and financing expert advisor. You offer financial services and provide advice on savings, investments and everyday financial transactions.

You work closely with the wealth manager and the business centre manager, serving as a partner and supporting business relationships with clients. Interpersonal savvy is therefore essential.

You offer premium support to members and clients. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies.

You serve as an expert in your line of work, mentoring and coaching members of your team.

You are attentive to member/client needs. You act on opportunities and advise and assist members and clients to help them get the most out of new technology and distribution channels. You are mindful of their interests and satisfaction.

General Information on the Position

Main 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.Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 2 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- Knowledge of awareness of financial, economic, political and legislative events- Knowledge of individual markets, business leaders, and the caisse’s external environment (e.g., clientele, market and competition)- Knowledge in tax and financial issues for individuals and business owners- Knowledge of 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- Knowledge of 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- Knowledge of service standards- Knowledge of debt management- Knowledge an assessment and follow-up techniques applicable to financing requests

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Service Signature Desjardins (SSD) Centre du Québec

Trade Union

Non Syndiqué

Unposting Date

2024-03-27

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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