Financial Services Agent – Clientele – Desjardins – Chibougamau, QC Freelance

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-04

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.

General Information on the Position

A financial cooperative with deep roots in the community, Caisse Desjardins de Chibougamau boasts 7 410 members. Each member is also a co-owner of the caisse. The mission of the caisse is to contribute to the improved economic and social well-being of people and groups within the compatible limits of its field of activity by developing an integrated cooperative network of sound and profitable financial services, on an ongoing basis, that are owned and administered by the members, as well as a network of complementary financial enterprises, all performing well in their respective fields of activity, controlled by the members, and by educating people, particularly members, officers and employees, about democracy, economics, solidarity, and individual and collective responsibility.

Today, on the eve of its 50th birthday, Caisse Desjardins de Chibougamau has assets of close to $167,2 million and 7 089 members. This exceptional performance owes nothing to chance. Instead, it is due to the expertise and commitment of our volunteer officers, the quality of the services offered and the professionalism of our employees. Over the years, our caisse has proven its ability to gain and maintain the confidence of the general public. Our success today is a tangible reflection of this, and the volunteer officers and employees would like to thank all Chapais and Chibougamau members for their ongoing support.

Main responsibilities

• 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.

Other working condition

• Number of job available: 1

Qualifications

• Attestation of College Studies in a related field
• A minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered.

• Hold a mutual fund representative certificate from the Autorité des marchés financiers
• For vacant positions available in Quebec, please note that knowledge of French is required.

Specific knowledge

• 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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Caisse Desjardins de Chibougamau

Trade Union

CAISSE DE CHIBOUGAMAU (T: 80035)

Unposting Date

2021-06-29

Job Family

Member/client sales and service (FG)