Work closely with financial advisors and provide personalized support to members and clients
Assist advisors in delivering services and maintaining business relationships
Handle client requests and provide tailored recommendations
Help colleagues manage their schedules and emails
Be attentive to the needs of members and clients
Assist members and clients in selecting tools and channels
Identify business opportunities and participate in sales development initiatives

Attestation of Collegial Studies (AEC)
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 products and services targeted to caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of 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 cooperative financial services
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 for account openings, cross-selling additional products and services, and Accord D financing
Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
Action-oriented
Communicates effectively
Customer-focused
Values diversity
Interpersonal savvy
Learning agility
Situational adaptability

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement for health and wellness expenses and telework equipment

Financial Services Agent

Key skills