Work closely with advisors and provide personalized support to members and clients.
Help advisors deliver services and maintain business relationships.
Handle client requests and perform tasks and research as needed, recommending appropriate solutions.
Assist members and clients, providing excellent customer service based on their needs.
Create offers for routine transactions and help sell products and services based on members’ and clients’ needs and current strategies and practices.
Participate in sales development initiatives and seize business opportunities.

Attestation of Collegial Studies
A minimum of three years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
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
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

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

Financial Services Agent, Clientele

Key skills