Sales Assistant - Régina, SK, Canada - Desjardins Group

Desjardins Group Régina, SK, Canada

2 weeks ago

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Description

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

The Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients.

To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate.

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.

The Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients.

To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate.

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.

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.

In force policy administration. Obtain in-force insurance policy information and statements as needed by advisors and clients.
Coordinate contact with clients, such as arranging appointments, mass communications, and recording using CRM.
Maintenance of Client Records Management (CRM).
Support advisors' marketing initiatives, implement and track as needed.
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Reimbursement of health and wellness expenses and telework equipment

High school diplômas in a related field

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.

To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate.

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.

The Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients.

To be successful, the Licensed Sales Associate must be professional and attentive, while also being accurate.

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.

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.

In force policy administration. Obtain in-force insurance policy information and statements as needed by advisors and clients.
Coordinate contact with clients, such as arranging appointments, mass communications, and recording using CRM.
Maintenance of Client Records Management (CRM).
Support advisors' marketing initiatives, implement and track as needed.
4 weeks of flexible vacation starting in the first year
~ Defined benefit pension plan that provides predictable, stable income throughout retirement
~ Reimbursement of health and wellness expenses and telework equipment

High school diplômas in a related field

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.
Trade Union
Non Syndiqué At Desjardins, we believe in equity, diversity and inclusion. 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. 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
For vacant positions available in Quebec, please note that knowledge of French is required.
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