Financial Services Agent

3 weeks ago

Sherbrooke, 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-05

As a clientele and financial services agent, you work closely with advisors by providing tailored support to members and clients in your field.

You support advisors in providing services and maintaining business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. With your well-honed interpersonal skills and effective communications, you ensure member and client satisfaction and quality service delivery, in accordance with the organization’s standards and procedures.

You play a big part in supporting business development by helping to serve members and clients, performing those tasks that entails and providing superior-quality customer service.

You make offers in connection with day-to-day activities and sales support related to products and services to meet member and client needs and expectations in accordance with current strategies and practices. Your ability to tailor your approach as the situation dictates is a great asset.

General Information on the Position

Main responsibilities- Handle member and client requests. Carry out the necessary steps and research, and propose tailored solutions.-
- Be attentive to and propose solutions to meet members’ and clients’ needs and expectations.- Help members and clients choose and effectively use tools and alternate channels offering greater freedom and automation.- Capture business opportunities and take part in sales development through various initiatives.- Other combinations of qualifications and relevant experience may be considered.

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

**Qualifications**:
- Attestation of College Studies in a related field- A minimum of 3 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge- Understand financial documents used in the field of wealth management- All products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks- Integration of financial data into systems- Notions of compliance with legislation respecting the distribution of financial products and services- Good grasp of the philosophy and fundamentals of a financial services cooperative- Operational procedures for financing and investment activities- Operational procedures for convenience services and products as well as automated and assisted transactions- Operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing- Desjardins business processes (e.g., sales, solicitation and negotiation processes)- Service standards.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

2207 King Ouest, Bureau 400 Sherbrooke

Trade Union

Non Syndiqué

Unposting Date

2023-01-23

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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