Sales Associate, Investments

2 weeks ago

Regina, Canada Desjardins Full time

The Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude to fill this position. The Sales Associate must be comfortable with mutual fund, segregated fund, GIC, and Insurance products, confident with computers, and excel at both verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one’s work. The Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one’s work. More specifically, you will be required to :

Ensure satisfactory resolution of client inquires, coordinating responses with other departments as necessary. 

Prepare documentation for investment transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products. 

Responsible for the completion of mutual fund, segregated Fund, and GIC processing by branch cut-off time.

New business support for insurance, including Life, DI, and CI. 

In force policy administration. Obtain in-force insurance policy information and statements as needed by advisors and clients.

Regular meetings with advisor and review client records for client meeting preparation. 

Coordinate contact with clients, such as arranging appointments, mass communications, and recording using CRM.

What we offer*

Competitive salary and quarterly discretionary bonus

3 weeks of vacation starting in the first year

Defined contribution pension plan that provides predictable, stable income throughout retirement

Group insurance benefits

* Advantages apply based on eligibility criteria.

​What you bring to the table

High school diplomas in a related field

A minimum of 1 year of relevant experience the Financial Service industry

Please note that other combinations of qualifications and relevant experience may be considered.

Must hold or must be working towards their mutual funds license

Solid computer knowledge, including Microsoft Office.

Engagement

#LI-Hybrid

Trade Union

Non Syndiqué

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Unposting Date

2024-05-15

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