Client financial services agent - Jobs in Rouville, QC

Job Description

At Desjardins, we believe in equity, diversity and inclusion. Were 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 theres something we can do to help make the recruitment process or the job youre applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job LevelNV-05As 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.General Information on the PositionMain responsibilities

• Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage 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.

Other working conditions

• Work place : The work arrangement for the position is hybrid work #LI-Hybrid
• Number of jobs available : 1

Qualifications

• Attestation of College Studies in a related field
• A minimum of three years of relevant experience

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

• Hold a mutual fund representative certificate – Autorité des marchés financiers
• For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

• 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

Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobCommunicates effectively, Interpersonal Savvy, Situational adaptabilityWork LocationCaisse Desjardins de RouvilleTrade UnionNon SyndiquéUnposting Date2022-11-10Job FamilyMember/client sales and service (FG)Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.Quick Apply

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