Customer Service Agent - Personal Finance
Desjardins
Montreal, Canada
9d 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-

Job Level

NV-04The person in this position works closely with Asset Management advisors in order to interact with clients who require considerable advice about the offer and sale of specialized savings products and services.

General Information on the Position

Main Responsibilities

  • Work closely with Asset Management advisors to provide the clientele served by this team with customized, high-calibre services.
  • Serve as a key partner for Asset Management advisors by carrying out activities for finalizing the sale of specialized savings products / services and complementary products.
  • As a courtesy, open accounts for members referred by the Asset Management team.
  • Seek out or identify opportunities to sell complementary products and take part in targeted solicitation activities initiated by Asset Management advisors.
  • Make follow-up calls to clients in connection with member action plans, operations involving subsidiaries, etc.
  • Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services.
  • Qualifications

  • Attestation of Collegial Studies in a related field
  • 2 years of relevant experience
  • Mutual Fund Representative Certificate
  • Approachability
  • Dealing with ambiguity
  • Interpersonal savvy
  • Caring about direct reports
  • Other working conditions

  • Number of jobs available : 1
  • Job Family

    Personal Services and Sales (G)

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