Licensed Sales Associate - Régina, SK, Canada - Desjardins Group

Description

remote type The work arrangement for the position is full-time on-site work

locations Regina

time type Full time

posted on Posted 2 Days Ago

job requisition id R

The Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude to fill this position. To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate. They should be prepared and responsive, willing to meet each challenge directly. The Licensed Sales Associate must be comfortable with mutual fund, segregated fund, GIC, and Insurance products, confident with computers, and excel at both verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one's work. The Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude to fill this position. To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate. They should be prepared and responsive, willing to meet each challenge directly. The Licensed Sales Associate must be comfortable with mutual fund, segregated fund, GIC, and Insurance products, confident with computers, and excel at both verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one's work. More specifically, you will be required to :

Ensure satisfactory resolution of client inquires, coordinating responses with other departments as necessary.

Answer and respond to phone calls and e-mail communications.

Prepare documentation for investment transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products.

Responsible for the completion of mutual fund, segregated Fund, and GIC processing by branch cut-off time.

New business support for insurance, including Life, DI, and CI.

In force policy administration. Obtain in-force insurance policy information and statements as needed by advisors and clients.

Conduct a regular review of pending activity and outstanding business and escalate as required.

Regular meetings with advisor and review client records for client meeting preparation.

Coordinate contact with clients, such as arranging appointments, mass communications, and recording using CRM.

Prioritize and organize workflow. Maintain and review documents for accuracy.

Maintenance of Client Records Management (CRM).

Support advisors' marketing initiatives, implement and track as needed.

Adhere to a high service level standard.

Work in conjunction with compliance department to ensure compliance regulations are followed.

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

Advantages apply based on eligibility criteria.

What you bring to the table

High school diplômas in a related field

A minimum of 1 year of relevant experience the Financial Service industry

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

Must hold or must be working towards their mutual funds license

A strong knowledge of Investments pro ducts required.

Solid computer knowledge, including Microsoft Office.

The Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude to fill this position. To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate. They should be prepared and responsive, willing to meet each challenge directly. The Licensed Sales Associate must be comfortable with mutual fund, segregated fund, GIC, and Insurance products, confident with computers, and excel at both verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one's work. The Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude to fill this position. To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate. They should be prepared and responsive, willing to meet each challenge directly. The Licensed Sales Associate must be comfortable with mutual fund, segregated fund, GIC, and Insurance products, confident with computers, and excel at both verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one's work. More specifically, you will be required to :

• Ensure satisfactory resolution of client inquires, coordinating responses with other departments as necessary.
• Answer and respond to phone calls and e-mail communications.
• Prepare documentation for investment transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products.
• Responsible for the completion of mutual fund, segregated Fund, and GIC processing by branch cut-off time.
• New business support for insurance, including Life, DI, and CI.
• In force policy administration. Obtain in-force insurance policy information and statements as needed by advisors and clients.
• Conduct a regular review of pending activity and outstanding business and escalate as required.
• Regular meetings with advisor and review client records for client meeting preparation.
• Coordinate contact with clients, such as arranging appointments, mass communications, and recording using CRM.
• Prioritize and organize workflow. Maintain and review documents for accuracy.
• Maintenance of Client Records Management (CRM).
• Support advisors' marketing initiatives, implement and track as needed.
• Adhere to a high service level standard.
• Work in conjunction with compliance department to ensure compliance regulations are followed.

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

Advantages apply based on eligibility criteria.

What you bring to the table

• High school diplômas in a related field
• A minimum of 1 year of relevant experience the Financial Service industry
• Please note that other combinations of qualifications and relevant experience may be considered.
• Must hold or must be working towards their mutual funds license
• A strong knowledge of Investments pro ducts required.
• Solid computer knowledge, including Microsoft Office.

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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.

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About us

Desjardins Group is not only North America's strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. Its 54,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first

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