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Desjardins

ASF-C

Longueuil, QC, Canada
Caisse Desjardins du Vieux-Longueuil, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Oct 1, 2026

Original job description

Main responsabilities

Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
Help colleagues manage their agenda and emails.
Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
Seize business opportunities and participate in sales development initiatives.

Other combinations of qualifications and relevant experience may be considered

Be a licensed mutual fund representative
Understanding of financial documents used in asset management
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

CAISSE DU VIEUX-LONGUEUIL (30200 / CONV_COL_00061) (2018-12-20 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-8

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More about this job

Responsibilities

The role involves handling client requests, performing research, and recommending appropriate financial solutions. Additionally, the incumbent will assist colleagues with administrative tasks and actively participate in sales development initiatives.

Requirements

Candidates must be licensed mutual fund representatives with a strong understanding of financial services and asset management. Proficiency in Desjardins business processes and compliance with financial distribution regulations is required.

Skills

Client relations
Financial document analysis
Asset management
Sales development
Mutual fund representation
Financial compliance
Account management
Investment services
Financing activities
Customer focus
Interpersonal savvy
Situational adaptability
Communication
Data integration
Business processes

Benefits

Equity
Diversity
Inclusion
Accessibility
Accommodations

Visa sponsorship

Not detected in the job text

Keywords

Mutual fund representative
Asset management
Financial services
Sales development
Compliance
Account opening
Investment
Financing
Desjardins
Client relations
Automation
Financial data
Business processes
Negotiation
Solicitation
Accord D financing
Convenience products
Service standards
Hybrid work

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