Job Description

Main Responsibilities

Advise members and clients on the best strategies and work with them to identify expected results Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement Stay up-to-date on the financial services industry, market trends and best practices in your field Participate in outreach activities and represent the caisse in the community

Other working conditions

Number of jobs available : 2

Qualifications

Bachelor's degree in a related field A minimum of 1 year of relevant experience

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

Hold a mutual fund representative certificate - Autorite des marches financiers For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Knowledge of financial, economic, political and legislative news Knowledge of all the products and services available to Caisse members and those offered by Desjardins Business Centres, components, and Desjardins and competitor distribution networks Knowledge of debt management Knowledge and notions of compliance with laws on the distribution of financial products and services Knowledge of the philosophy and operations of a financial services cooperative Knowledge of policies, legislation and standards related to products and services offered by the Caisse Knowledge of the Desjardins business process and service standards Knowledge of evaluation and follow-up techniques for a financing application for individuals Advanced knowledge of English

due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

CAISSE DU QUARTIER-LATIN DE MONTREAL (30008 / Conv_Col_00072) (2019-12-20 - )
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.


If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-10-10