Financial Services Agent, Client Services

Job summary

You will support advisors by handling client requests, managing agendas, and providing solutions for investments, financing, and protection. Additionally, you will promote self-service tools and actively participate in sales development initiatives.

Job details

📣Several opportunities are currently available in the Montreal area As a client financial services agent, you support advisors in service delivery and the maintenance of business relationships by offering simple and fast solutions for 💰 investments, 🏠 financing, and ☂️ protection, all aligned with established strategies. More specifically, you will be required to: Handle requests from members and clients by taking the necessary steps and conducting the required research. Help with agenda and email management. Support members and clients with the selection and optimal use of various tools and alternate channels to promote self-service and automation. Seize business opportunities, and participate in sales development through various initiatives. What we offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment * Benefits apply based on eligibility criteria. #LI-Hybrid What you bring to the table Attestation of Collegial Studies A minimum of three years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Action oriented, Customer Focus, Differences, Nimble learning Equity, Diversity, Inclusion and Accessibility 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 Family Member/client sales and service (FG)

What you’ll do

You will support advisors by handling client requests, managing agendas, and providing solutions for investments, financing, and protection. Additionally, you will promote self-service tools and actively participate in sales development initiatives.

Requirements

Candidates must possess an Attestation of Collegial Studies and a minimum of three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in French.

Benefits

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Listed skills

• French · Preferred
• Recruitment · Preferred
• Health · Preferred
• Client · Preferred
• Sales · Preferred
• Process · Preferred
• Development · Preferred
• maintenance · Preferred
• positive · Preferred
• Flexible · Preferred
• Customer · Preferred
• email · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client services
• Financial services
• Investment support
• Financing support
• Protection support
• Agenda management
• Email management
• Sales development
• Self-service tools
• Automation
• Research
• Customer focus
• Action oriented
• Nimble learning
• Action Oriented
• Experimental Learning
• Investments
• Customer Service
• Email Management
• Equities
• Sales
• Financial Services
• French Language
• Sales Development
• Self Service Technologies
• Telehealth

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Financial Services Agent
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives