Client Financial Services Agent

Role Overview

As a client financial services agent, you will work closely with advisors to provide personalized support to members and clients. You will help advisors deliver services and maintain business relationships. You will have the latitude to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection.

What You Will Do

You will handle client requests, perform tasks and research as needed, and recommend appropriate solutions. You will also help colleagues manage their agenda and emails, and assist members and clients in choosing and getting the most out of their tools and channels.

Why It Might Be a Fit

You will seize business opportunities and participate in sales development initiatives. You will be required to have a strong understanding of financial documents, products and services, and compliance with relevant regulations.

Requirements

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French
• 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

Benefits

• 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