About the role

Financial Services Agent collaborating with account managers to maintain business relationships with members and clients. Focusing on sales support activities and ensuring compliance with quality standards.

Responsibilities

The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities.
Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services.
Direct and assist members and clients in using the above.
Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
As needed, contact members and clients to confirm planned transactions.
Make courtesy calls upon request by the account managers.
Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
Contribute to business development by participating in a variety of solicitation activities.
Use contacts with members and clients to build strong business relationships.
Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
Ensure files are complete and in compliance with all applicable deadlines and standards for quality.
Respect all policies, practices and standards in effect for conducting transactions and operations securely.

Attestation of Collegial Studies
A minimum of three years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Ability to create financial statements
Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
Ability to enter financial data in the systems
Knowledge of financing and credit management practices related to businesses
Familiarity with compliance requirements for regulations on the distribution of financial products and services
Understanding of the philosophy and inner workings of a financial services cooperative
Knowledge of the procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing
Knowledge of the Desjardins business processes
Knowledge of service standards
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

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