Financial Services Agent – Clientele Job at Desjardins – in Montréal, QC
As 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 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 Position
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 condition
Number of job available : 1
Attestation of College Studies in a related field
A minimum of 2 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
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 skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Interpersonal Savvy, Situational adaptability
6406, rue Sherbrooke Est Montréal
Member/client sales and service (FG)
About the Company
Company: Desjardins –
Company Location: Montréal, QC