Work closely with advisors and provide personalized support to members and clientsHelp advisors deliver services and maintain business relationshipsTake charge of members' and clients' immediate needs by offering easy and rapid solutions in investment, financing and protectionEnsure member/client satisfaction and service quality according to organizational standards and proceduresProvide significant business development supportAssist members and clients and provide excellent customer serviceCreate offers for routine transactionsHelp sell products and services based on member and client needs and current strategies and practicesTailor the approach based on members' and clients' needsHandle client requests, perform tasks and research, and recommend appropriate solutionsHelp colleagues manage their agenda and emailsRecommend solutions that meet members' and clients' needs and expectationsHelp members and clients choose and use tools and channels according to their desired independence and automationSeize business opportunities and participate in sales development initiativesRequirementsAttestation of Collegial StudiesA minimum of three years of relevant experienceOther combinations of qualifications and relevant experience may be consideredMutual fund representative certificate - Autorité des marchés financiersKnowledge of French is requiredUnderstanding of financial documents used in asset managementKnowledge 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 competitorsKnowledge of integrating financial data into systemsKnowledge of compliance with An Act respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of operating procedures related to investment and financing activitiesKnowledge of operating procedures related to convenience products and services and automated and assisted transactionsKnowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financingKnowledge of the Desjardins business processes (e.G. sales, solicitation and negotiation)Knowledge of service standardsAction orientedCommunicates effectivelyCustomer FocusDifferencesInterpersonal SavvyNimble learningSituational adaptabilityCore CompetenciesDemonstrates 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 keywordsMutual Fund Representative CertificateKnowledge of Financial DocumentsCustomer FocusUnderstanding of Compliance StandardsBusiness Development SupportHard SkillsFinancial Data IntegrationKnowledge of Investment ProceduresKnowledge of Financing ProceduresKnowledge of Convenience ProductsKnowledge of Account Opening ProceduresKnowledge of Desjardins Business ProcessesUnderstanding of Financial Services CooperativesKnowledge of Service StandardsKnowledge of Products and ServicesKnowledge of Automated TransactionsSoft SkillsEffective CommunicationCustomer Service ExcellenceInterpersonal SavvyAction OrientedSituational AdaptabilityCertifications & QualificationsAttestation of Collegial StudiesMutual Fund Representative CertificateIndustry KeywordsAsset ManagementFinancial ProductsSales DevelopmentClient Relationship ManagementBusiness Development

📌 Client Financial Services Agent (La Sarre)
🏢 Jobtailor
📍 La Sarre