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Sales Assistant

5 months ago

Winnipeg, 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

The Sales Assistant is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. We are looking for a master's multi-tasker with excellent communication skills and an upbeat attitude to fill this position. To be successful, the Sales Assistant must be professional and attentive, while also being accurate. They should be prepared and responsive, willing to meet each challenge directly. The Sales Assistant must be comfortable with mutual funds, segregated fund, GIC, and insurance products, confident with computers, and excel at both verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client; taking pride in one’s work.

General Information on the Position

Main responsibilities-
- Ensure satisfactory resolution of client inquires, coordinating responses with other departments as necessary- Prepare documentation for transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products- Responsible for the completion of mutual fund, segregated Fund, and GIC processing by branch cut-off time- Order paramedical evidence as required for Life Insurance Products- In force policy administration. Obtain in-force policy information and statements as needed by advisors and clients- Conduct a regular review of pending activity and outstanding business and escalate as required- Prioritize and organization of workflow. Maintain and review documents prepared for accuracy- Maintenance of Client Management Database- Support advisors’ marketing initiatives with implementation and tracking as needed- Adhere to a high service level standard- Work in conjunction with compliance department to ensure compliance regulations are followed.

Other working conditions- The work arrangement for the position is full-time on-site work #LI-Onsite- Number of jobs available : 1

**Qualifications**:
- High school diploma- A minimum of one year of relevant experience- Experience in the Financial Service industry

Please note that other combinations of qualifications and relevant experience may be considered- Hold the IFIC License and LLQP (an asset)

Specific knowledge- Very good knowledge of Investments products- Very good knowledge of the Microsoft Office 365 suite and solid computer skills- Strong communication skills in English

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Engagement, Nimble learning

Key competencies for the job

Work Location

Unit 1, 1510 St Mary's Rd, Winnipeg

Trade Union

Non Syndiqué

Unposting Date

2023-02-22

Job Family

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.