Financial services - Agent - Clientele (Service Signature)
Desjardins
Caisse populaire du Centre-sud gaspesien, Canada
6d ago

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.

Job Level

NV-04This person in this position works closely with account managers - wealth management, specialized financing advisors for Signature Service and other specialized advisors from Desjardins’s various components.

The incumbent maintains business relationships with members and clients and performs sales support activities.

Main responsibilities

  • Handle recorded telephone messages for wealth management account managers and advisors. Process calls immediately, and refer any calls that require further attention to managers and advisors.
  • Manage the agenda for wealth management account managers and advisors, schedule and confirm meetings requested by members and clients, and let them know what documents to bring.
  • Help prioritize weekly activities for wealth management account managers and advisors and plan follow ups and solicitation activities.
  • Finalize files after any meetings with members and clients to obtain signatures, answer operational questions, open accounts, offer and finalize the sale of products and services.
  • As needed, contact members and clients to confirm transactions or to perform follow-up. Make any courtesy calls requested by the wealth management account managers and advisors.
  • Help prepare and take part in conferences and any follow-up activities for members and clients.
  • Work to develop business by taking part in various solicitation activities.
  • As needed, advise and assist members and clients in the optimal use of various alternative tools and channels to encourage self service (e.
  • g., ATMs, AccèsD Internet and telephone, Desjardins Mobile Services). Sell convenience products and services (e.g., Desjardins access card, Visa Desjardins card, subscription to AccèsD, cash orders).

    Process required transactions, and follow up with members and clients as needed.

  • Maintain business relationships by contacting members and clients. Carefully listen to them to grasp sales opportunities and to ensure their needs are met and they are completely satisfied.
  • Ensure their files are kept up to date.

  • Ensure that files are complete and compliant, in a timely fashion and according to quality standards in place.
  • Ensure that transactions and operations are secure, while respecting existing policies, practices and standards.
  • Other working condition

  • Number of job available : 1
  • Qualifications

  • Attestation of Collegial Studies in a related field
  • A minimum of two years of a relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered

  • Be a licensed mutual fund representative
  • For vacant positions available in Quebec, please note that knowledge of French is required
  • Specific knowledge

  • Professionalism and attention to detail
  • Profesional knowledge and competencies
  • Understand financial documents used in the field of wealth management All products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks
  • Integration of financial data into systems
  • 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
  • Operational procedures for financing and investment activities
  • Operational procedures for convenience services and products as well as automated and assisted transactions
  • Operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing
  • Desjardins business processes (e.g., sales, solicitation and negotiation processes)
  • Service standards
  • Desjardins Cross-sector skills

    Accountability, Collaborates, Customer Focus, Innovation

    Key competencies for the job

    Communicates effectively, Interpersonal Savvy, Situational adaptability

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