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.
The person in this position is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses with savings of 25,000 dollars to 50,000 dollars or mortgage financing. He/she promotes and sells products and services and stimulates business growth. As needed, the incumbent is assigned to overseeing financing for individual members served by the caisse or partners. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have moderate impact on the caisse. He/she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.
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 condition
Number of jobs available : 2
College diploma in a related field
Two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
For vacant positions available in Quebec, please note that knowledge of French is required
Knowledge of current financial, economic, political and legislative events
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 debt management principles
Familiarity with legal compliance requirements for the distribution of financial products and services
Understanding of the philosophy and operation of financial services cooperatives
Knowledge of policies, legislation and standards related to caisse products and services
Knowledge of the Desjardins business process and service standards
Understanding of the techniques to assess and follow up on a personal financing application
Desjardins Cross-sector skills
Accountability, Collaborates, Customer Focus, Innovation
Key competencies for the job
Drive results, Interpersonal Savvy
Caisse Desjardins des Bois-Francs
Member/client sales and service (FG)