Advise members and clients on optimal strategies and work with them to define expected outcomes
Manage business relationships, evaluate member/client satisfaction and service quality, follow up and identify opportunities for improvement
Stay current with the financial services industry, market trends and professional best practices
Participate in outreach activities and represent the caisse in the community
Requirements
College diploma in a related field
Minimum of two years of relevant experience
Mutual Fund Representative certificate — Autorité des marchés financiers
Proficiency in French required
Knowledge of current financial, economic, political and legislative developments
Familiarity with all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and products offered by competitors
Experience integrating financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation governing the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities and Desjardins business processes
Knowledge of service standards
Familiarity with techniques used to assess and monitor individual financing applications
Benefits
Competitive salary and annual bonus
Four 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
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