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 straightforward and rapid solutions for investment, financing and protection
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Provide business development support
Assist members and clients and provide excellent customer service
Create offers for routine transactions
Help sell products and services based on members’ and clients’ needs and current strategies and practices
Tailor the approach based on members’ and clients’ needs
Handle client requests, perform tasks and research as needed, 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 suited 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
Please note that 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
Core Competencies Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction and service quality while adhering to compliance standards. Proficient in financial document analysis and business development, with a strong understanding of investment and financing procedures.
Highest-signal resume keywords Mutual Fund Representative Certificate
Knowledge of Financial Documents
Client Relationship Management
Business Development Support
Fluency in French
Hard Skills Understanding of Compliance Standards
Knowledge of Investment Procedures
Knowledge of Financial Products
Integration of Financial Data
Knowledge of Operating Procedures
Soft Skills Excellent Customer Service
Personalized Support
Problem Solving
Communication Skills
Tailored Client Approach
Certifications & Qualifications Attestation of Collegial Studies
Mutual Fund Representative Certificate
Industry Keywords Financial Services Cooperatives
Desjardins Business Processes
Asset Management
Convenience Products
Automated Transactions