- Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
- Help colleagues manage their agenda and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
- Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
- Seize business opportunities and participate in sales development initiatives.
- 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
- 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
- Advanced english knowledge due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards Communicates effectively, Interpersonal Savvy, Situational adaptability
-
Agent ou Agente, Services Financiers, Clientèle
2 weeks ago
Desjardins Gracefield, CanadaLe mode de travail s'appliquant au poste est temps plein sur site · À titre d'agent(e) en services financiers à la clientèle, à la Caisse populaire Gracefield, vous travaillez en étroite collaboration avec les conseillers en fournissant un accompagnement sur mesure aux membres et ...
-
Advisory Agent
3 weeks ago
Desjardins Gracefield, CanadaAt 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 ha ...
-
Agent(E) - conseil - Expérience Membre Et Client
3 weeks ago
Desjardins Gracefield, CanadaChez Desjardins, on croit à l'équité, à la diversité et à l'inclusion. Nous nous engageons à accueillir toutes les personnes, à les considérer et à les valoriser pour ce qu'elles sont, à nous enrichir de leurs différences et de leur unicité et, surtout, à leur offrir un environne ...
-
Promutuel Gracefield, Canada**Trouvez votre idéal **LÀ** · Vous désirez libérer votre potentiel dans une équipe dynamique et soudée? Vous êtes à un tournant de votre vie professionnelle? Vous voulez des défis stimulants dans un environnement favorisant l'équilibre et l'épanouissement? Chez Promutuel Assuran ...
-
Promutuel Gracefield, Canada**Trouvez votre idéal **LÀ** · Vous désirez libérer votre potentiel dans une équipe dynamique et soudée? Vous êtes à un tournant de votre vie professionnelle? Vous voulez des défis stimulants dans un environnement favorisant l'équilibre et l'épanouissement? Chez Promutuel Assuran ...
Financial services Agent - Gracefield, Canada - Desjardins
Description
The work mode arrangement for the position is full-time on site
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members' and clients' needs. More specifically, you will be required to :
What we offer*
What you bring to the table
#LI-Onsite
Trade Union
CAISSE GRACEFIELD (T: 30177)