Key skills
Sales
About this role
Role Overview
- Respond to and resolve client requests.
- Carry out required tasks and research, and recommend appropriate solutions.
- Assist colleagues in managing their schedules and emails.
- Remain attentive to members’ and clients’ needs and recommend solutions that meet their expectations.
- Help members and clients select and maximize the use of tools and channels based on their desired level of independence and automation.
- Identify business opportunities and participate in sales development initiatives.
Requirements
- Attestation of Collegial Studies (DEC)
- Minimum of three years of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in French is required
- Familiarity with financial documents used in asset management
- Knowledge of products and services for caisse members and those offered by Desjardins business centres, components, distribution networks, and competitors
- Experience 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 operational procedures related to investment and financing activities
- Knowledge of operational procedures related to everyday products and services and automated or assisted transactions
- Available to work one evening per week.
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment