Financial Services Agent

1 week ago

RouynNoranda, Canada Desjardins Full time
About the Role

We are seeking a highly skilled Financial Services Agent to join our team at Desjardins. As a key member of our client financial services team, you will work closely with advisors to provide personalized support to members and clients.

Key Responsibilities
  • Handle client requests and perform tasks and research as needed to recommend 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 out of their tools and channels based on their desired level of independence and automation.
  • Seize business opportunities and participate in sales development initiatives.
What We Offer
  • Competitive salary and annual bonus.
  • Four 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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