As Sales Associate, you are responsible for supporting the Financial Advisors and working with other branch personnel in our DFSI branch in the servicing of our current clients and development of new clients. We are looking for someone with excellent communication skills and an upbeat attitude to fill this position. To be successful, they must be professional and attentive, while being accurate. The individual is not only responsible to oversee reception in an organized and friendly manner, but is responsible for processing client requests, scheduling meetings, and assisting with the office oversight. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one’s work. More specifically, you will be required to :
Ensure satisfactory resolution of client inquiries, coordinating responses with other colleagues and departments as necessary
Complete assigned processing by branch cut-off time, specifically for GIC business and non financial changes
Maintain Reception, coordinating mail, courier, fax, and email
Schedule client/advisor appointments
Prepare letters and correspondence using Word and Mail Merge
Coordinate advisors’ marketing initiatives with implementation and tracking
Work in conjunction with the Branch Manager and the compliance department to ensure compliance regulations are always followed
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.
What you bring to the table
College diploma 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
Experience in the Financial Service industry
Complete proficiency in English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Intermediate knowledge of Investments products
Intermediate knowledge of the Microsoft Office 365 suite
Solid computer skills
#LI-Remote
Trade Union
Non-unionizedAt 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
2024-07-5Go Premium: Access the World's Largest Selection of Remote Jobs!