Financial Services Agent

Website Desjardins Group

Job Description:

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients.

Job Responsibilities:

  • Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
  • Seize business opportunities and participate in sales development initiatives.
  • Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
  • Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
  • Help colleagues manage their agenda and emails.

Job Requirements:

  • Attestation of Collegial Studies
  • A minimum of 2 years of relevant experience
  • 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
    Understanding of financial documents used in asset management

Job Details:

Company: Desjardins Group

Job Category: Private Jobs

Vacancy Type: Full Time

Job Location: Edmonton, Alberta, CA

Application Deadline: N/A

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