- 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
- Good 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 solid 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