Handle client inquiries
Carry out tasks and research as required and recommend appropriate solutions
Assist colleagues with calendar and email management
Listen 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 according to their desired level of independence and automation
Identify business opportunities and participate in sales development initiatives

Attestation of Collegial Studies (College diploma)
Minimum of three years of relevant experience
Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
Fluency in French is required
Understanding of financial documents used in asset management
Knowledge of products and services offered to caisse members and those provided 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 account openings, cross-selling of additional products and services, and Accord D financing
Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
Knowledge of service standards
Action-oriented
Effective communicator
Customer-focused
Respect for diversity
Interpersonal savvy
Quick learner
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