Work closely with advisors and provide personalized support to members and clients
Assist members and clients, providing excellent customer service
Create offers for routine transactions and help sell products and services based on the needs of members and clients
Tailor your approach based on members’ and clients’ needs
Handle client requests and perform tasks and research as needed
Recommend appropriate solutions and seize business opportunities
Requirements
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 operating procedures related to investment and financing activities
Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing