Client Financial Services Agent

Responsibilities

• Handle client requests.
• Perform tasks and conduct research as needed, and recommend appropriate solutions.
• Assist colleagues with managing their calendars 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.
• Identify business opportunities and participate in sales development initiatives.

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Mutual fund representative certificate — Autorité des marchés financiers (AMF)
• Proficiency in French is required
• Understanding of financial documents used in asset management
• Knowledge of all products and services targeted to 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 account openings, cross-selling additional products and services, and Accord D financing
• Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
• Action-oriented
• Communicates effectively
• Customer focus
• Valuing differences
• Interpersonal savvy
• Nimble learning
• Situational adaptability