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

Skills Required