Financial Services Agent

October 15, 2020

(Work place: Québec)

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.

Job Level

NV-04The incumbent works in close collaboration with financial planners and advisors on the Wealth Management team, assisting in the offering and delivery of specialized savings services to members and customers served by this team.

Main 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

  • Number of job available : 1

Qualifications

  • Attestation of College Studies in a related field

  • A minimum of two years of relevant experience

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

  • Be a licensed mutual fund representative

  • 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 skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Caisse Desjardins de Sainte-Foy

Trade Union

Non Syndiqué

Unposting Date

2020-10-28

Job Family

Member/client sales and service (FG)

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