Provide personalized member/client service and experience to clients with complex needs Be attentive to the needs of members and clients and propose personalized and effective solutions Seize business opportunities and provide personalized advice for optimal business development Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on requests Ensure the execution of all member and client banking account operations Proactively inform members and clients about digital solutions and equip them to interact with Desjardins using their preferred method Help manage the advisor's agenda and emails Acquire and cultivate knowledge and understanding of Desjardins products and services and competitors' offers Create offers for routine financial transactions and sales support based on affluent and high net worth clients' needs and expectations Support advisors by carrying out transactional or operational activities related to the financial services offer 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 Knowledge of all products and services available to caisse members and those offered in Desjardins business centers,
the components and in the Desjardins distribution networks Knowledge of integration of financial data into systems Knowledge and notions of compliance with legislation respecting the distribution of financial products and services Valuable grasp of the philosophy and fundamentals of a financial services cooperative Knowledge of operational procedures for financing and investment activities Knowledge of operational procedures for convenience services and products as well as automated and assisted transactions Knowledge of operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation processes) Knowledge of service standards Communicates effectively Interpersonal Savvy Situational adaptability Core Competencies
Demonstrates expertise in providing personalized client service and financial solutions, with a strong understanding of Desjardins products and services, compliance standards, and operational procedures in financial services. Proficient in managing client relationships and supporting advisors in transactional activities. Highest-signal resume keywords
Client Service Experience Financial Products Knowledge Mutual Fund Representative Certificate Knowledge of Compliance Legislation Fluency in French Hard Skills
Financial Data Integration Operational Procedures for Financing Account Opening Procedures Sales Support for Financial Transactions Knowledge of Automated Transactions Soft Skills
Effective Communication Interpersonal Savvy Situational Adaptability Certifications & Qualifications
Attestation of Collegial Studies Mutual Fund Representative Certificate Industry Keywords
Financial Services Desjardins Business Processes Service Standards Affluent Client Management Caisse Member Services