Financial Services Representative

1 month ago


Brossard, Quebec, Canada Desjardins Full time
Job Summary

The ideal candidate will work closely with account managers to foster strong business relationships with clients and members by providing sales support and administrative assistance. This role requires a strong understanding of financial services and products, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Collaborate with account managers to identify sales opportunities and develop strategies to meet client needs.
  • Provide administrative support, including preparing and delivering presentations, and assisting with sales activities.
  • Build and maintain strong relationships with clients and members through regular communication and follow-up.
  • Contribute to business development by participating in sales activities and identifying new business opportunities.
  • Ensure accurate and timely completion of documentation and follow-up activities.
  • Stay up-to-date on financial services and products, and provide expert advice to clients and members.
Requirements
  • Attestation of Collegial Studies or equivalent.
  • Minimum of three years of relevant experience in financial services.
  • Strong knowledge of French language.
  • Ability to create financial statements and enter data into systems.
  • Knowledge of products and services offered by Desjardins and competitors.
  • Excellent communication and interpersonal skills.
What We Offer
  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan.
  • Group insurance, including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.


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