About this role
Role Overview
- 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
- Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
Benefits
- 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