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Financial Services Representative

2 months ago

RouynNoranda, Canada Desjardins Full time
{"title": "Financial Services Agent", "description": "Job Summary

As a Financial Services Agent, you will work closely with advisors to provide personalized support to members and clients. Your role will involve helping advisors deliver services and maintaining business relationships. You will be responsible for taking 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.

Key Responsibilities
  • Handle client requests and perform tasks and research as needed, recommending appropriate solutions.
  • Assist colleagues in managing their agenda and emails.
  • Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
  • Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
  • Seize business opportunities and participate in sales development initiatives.
What We Offer
  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan that provides predictable, stable income throughout retirement.
  • Group insurance including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.
What You Bring to the Table
  • Attestation of Collegial Studies.
  • A minimum of three years of relevant experience.
  • Mutual fund representative certificate – Autorité des marchés financiers.
  • Knowledge of French is required.
  • Understanding of financial documents used in asset management.
  • Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components, and distribution networks, as well as those of competitors.
  • Knowledge of integrating financial data into systems.
  • Knowledge of compliance with An Act respecting the distribution of financial products and services.
  • Understanding of the philosophy and fundamentals of financial services cooperatives.
  • Knowledge of operating procedures related to investment and financing activities.
  • Knowledge of operating procedures related to convenience products and services and automated and assisted transactions.
  • Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing.
  • Knowledge of the Desjardins business processes (e.g. sales, solicitation, and negotiation).
  • Knowledge of service standards.
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