Financial Services Agent - Remote

Overview

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients, helping to deliver services and maintain business relationships.

In Short

• Provide personalized support to members and clients.
• Assist advisors in delivering services and maintaining relationships.
• Handle client requests and recommend appropriate solutions.
• Participate in business development and sales initiatives.
• Create offers for routine transactions based on client needs.
• Provide excellent customer service and satisfaction.
• Tailor approaches based on members’ and clients’ needs.
• Knowledge of financial products and services is required.
• Must have a minimum of three years of relevant experience.
• Knowledge of French is required.

Requirements

• Attestation of Collegial Studies.
• Minimum three years of relevant experience.
• Mutual fund representative certificate.
• Understanding of financial documents and asset management.
• Knowledge of compliance and operating procedures related to financial services.
• Effective communication and interpersonal skills.
• Ability to adapt to different situations.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses.
• Telework equipment provided.