At a Glance
- Tasks: Support financial advisors and help clients with investment and financing solutions.
- Company: Join Desjardins, North America's largest cooperative financial group.
- Benefits: Enjoy competitive salary, flexible vacation, and health benefits.
- Other info: Embrace diversity and inclusion in a supportive workplace.
- Why this job: Make a real impact in client services while growing your career.
- Qualifications: Must have relevant experience and a mutual fund representative certificate.
The predicted salary is between 47250 - 57750 $ per year.
Several opportunities are currently available in the Montreal area As a client financial services agent, you support advisors in service delivery and the maintenance of business relationships by offering simple and fast solutions for investments, financing, and protection, all aligned with established strategies.
More specifically, you will be required to
- Handle requests from members and clients by taking the necessary steps and conducting the required research.
- Help with agenda and email management.
- Support members and clients with the selection and optimal use of various tools and alternate channels to promote self-service and automation.
- Seize business opportunities, and participate in sales development through various initiatives.
What we offer
- 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
- * Benefits apply based on eligibility criteria.
- #LI-Hybrid
What you bring to the table
- 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
- Action oriented, Customer Focus, Differences, Nimble learning
- Equity, Diversity, Inclusion and Accessibility
At 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 have zero tolerance for discrimination of any kind.
We believe our teams should reflect the diversity of the members, clients and communities we serve.
Job Family
Member/client sales and service (FG) Desjardins Group is the largest cooperative financial group in North America.
We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes.
We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.
Pursuing a career at Desjardins means being part of an organization that puts people first.
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Financial Services Agent, Client Services in Montréal employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
