Financial Services Agent - Clientele
Lévis, Canada
4d ago

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.

We can provide accommodations at any stage in the recruitment process. Just ask!

Job Level

NV-05As a client financial services agent, you work closely with advisors and provide personalized support to members and clients.

You help advisors deliver services and maintain business relationships. You draw on your interpersonal savvy and communication skills to ensure member / client satisfaction and service quality in accordance with the organization’s standards and procedures.

You provide significant business development support. You assist members and clients, providing excellent customer service.

You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices.

You tailor your approach based on members’ and clients’ needs.

General Information on the Position

The Caisse Desjardins de Lévis, the first caisse and the birthplace of the Desjardins Group, was founded in 1900.

A true economic force in a rapidly growing urban area, it manages nearly $2.5 billion in assets and has a business volume of $5.5 billion.

Strongly rooted in the community, it is supported by the confidence of its 55,210 members and the commitment of its administrators and employees.

Working at the Caisse Desjardins de Lévis means being part of a mobilized and efficient team, focused on customer satisfaction.

Every day, you work alongside 150 resources supervised by 11 managers, headed by the General Manager.

It means offering quality service, adapted to the different life cycles of our members : starting out in financial life, mid-life, preparing for retirement, retirement, business leaders and business professionals.

Finally, it means evolving in a healthy and pleasant work environment, where professional and personal development is emphasized, notably through a work-family balance program.

Main responsibilities

Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions

Help colleagues manage their agenda and emails

Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations

Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want

Seize business opportunities and participate in sales development initiatives

Other working conditions

Workplace : The work arrangement for the position is hybrid work. #LI-Hybrid

Number of job available : 1


Attestation of Collegial Studies

A minimum of 2 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Hold a mutual fund representative certificate Autorité des marchés financiers

For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Caisse Desjardins de Lévis

Job Family

Member / client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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