Job Description

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 Level NV-07

The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses, business owners, rental property owners, and real estate investors, generally with savings of 150,000 dollars to 250,000 dollars. He or she promotes and sells products and services and stimulates business growth. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have a significant impact on the caisse. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

General Information on the Position

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

The work arrangement for the position is full-time hybrid work #LI-Hybrid

Number of jobs available : 1

Qualifications

Bachelor\xe2\x80\x99s 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 sales representative certificate issued by the Autorit\xc3\xa9 des march\xc3\xa9s financiers

For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Knowledge of current financial, economic, political and legislative events

Specialized knowledge of tax, financial and succession issues for individuals and businesses

Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

Knowledge of debt management

Knowledge of compliance with legislation respecting the distribution of financial products and services

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of policies, legislation and standards related to products and services offered by the caisse

Knowledge of the Desjardins business processes

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Collaborates, Drive results, Innovation, Interpersonal Savvy

Work Location Caisse populaire Desjardins des Plaines bor\xc3\xa9ales

Trade Union Caisses et Centres du SLSJ - CSN

Unposting Date 2023-04-30

Job Family Member/client sales and service (FG)

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.

Desjardins