About this role
Role Overview
- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
- Participate in outreach activities and represent the caisse in the community
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
- Knowledge of the integration of financial data into computer systems
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of operating procedures pertaining to investment and financing activities
- Knowledge of service standards
- Knowledge of the techniques used to assess and monitor individual financing applications
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment