Financial Services Agent, Clientele

Overview

Handle client requests. Perform tasks and conduct research as needed, and recommend appropriate solutions. Assist colleagues with managing their schedules and emails. Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations. Help members and clients select and get the most out of their tools and channels based on their preferred level of autonomy and automation.

Identify business opportunities and participate in sales development initiatives.

• Handle client requests
• Perform tasks and conduct research as needed, and recommend appropriate solutions
• Assist colleagues with managing their schedules and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients select and get the most out of their tools and channels based on their preferred level of autonomy and automation
• Identify business opportunities and participate in sales development initiatives

• Attestation of Collegial Studies
• 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 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 account openings and the sale of additional products and services
• Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
• Knowledge of service standards
• Available to work five days a week, including one evening per week
• Effective communication, interpersonal savvy, situational adaptability

• Attestation of Collegial Studies
• Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)

• financial documents
• integrating financial data
• compliance with An Act respecting the distribution of financial products and services
• operating procedures related to investment and financing activities
• operating procedures related to convenience products and services
• operating procedures related to account openings
• sales development
• knowledge of products and services
• knowledge of Desjardins business processes
• knowledge of service standards

• effective communication
• interpersonal savvy
• situational adaptability
• attentiveness to client needs
• recommendation skills
• collaboration
• time management
• problem-solving
• client relationship management
• sales skills