Financial Services Agent, Clientele
2 weeks ago
Temporary position for 12 months.
- As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain 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. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service.You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:
- Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.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 equipmentWhat you bring to the table- Attestation of Collegial Studies-
- A minimum of three years of relevant experience-
- Please note that other combinations of qualifications and relevant experience may be considered-
- Mutual fund representative certificate - Autorité des marchés financiers-
- Knowledge of French is required-
- Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients-
- 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-
- Understanding of the philosophy and fundamentals of financial services cooperatives-
- Available one evening a week until 8:00 p.m.Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
LI-Hybrid
Trade Union
CAISSE DE LASALLE (T: 30422)
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 Family
Member/client sales and service (FG)
Unposting Date
2024-11-8
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