Work closely with advisors and provide personalized support to members and clients
Help advisors deliver services and maintain business relationships
Take charge of members' and clients' immediate needs by offering easy and rapid solutions in investment, financing and protection
Ensure member/client satisfaction and service quality according to organizational standards and procedures
Provide significant business development support
Assist members and clients and provide excellent customer service
Create offers for routine transactions
Help sell products and services based on member and client needs and current strategies and practices
Tailor the approach based on members' and clients' needs
Handle client requests, perform tasks and research, and recommend appropriate solutions
Help colleagues manage their agenda and emails
Recommend solutions that meet members' and clients' needs and expectations
Help members and clients choose and use tools and channels according to their desired independence and automation
Seize business opportunities and participate in sales development initiatives
Requirements Attestation of Collegial Studies
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
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
Core Competencies Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction and service quality while leveraging knowledge of financial products and compliance standards. Capable of integrating financial data and recommending tailored solutions to meet client needs.
Highest-signal resume keywords Mutual Fund Representative Certificate
Knowledge of Financial Documents
Customer Focus
Understanding of Compliance Standards
Business Development Support
Hard Skills Financial Data Integration
Knowledge of Investment Procedures
Knowledge of Financing Procedures
Knowledge of Convenience Products
Knowledge of Account Opening Procedures
Knowledge of Desjardins Business Processes
Understanding of Financial Services Cooperatives
Knowledge of Service Standards
Knowledge of Products and Services
Knowledge of Automated Transactions
Soft Skills Effective Communication
Customer Service Excellence
Interpersonal Savvy
Action Oriented
Situational Adaptability
Certifications & Qualifications Attestation of Collegial Studies
Mutual Fund Representative Certificate
Industry Keywords Asset Management
Financial Products
Sales Development
Client Relationship Management
Business Development

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📌 Client Financial Services Agent (Quebec City)
🏢 Jobtailor
📍 Quebec City