Financial Services Agent - Operations Job at Desjardins
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.
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Job Level
NV-03
The incumbent supports financial planners and advisors in carrying out operational activities originating from the sales teams, following processes related to savings and financing products and services.
General Information on the Position
The Caisse populaire Desjardins Beauharnois, located on the shores of Lac St-Louis in the Montérégie region, serves 10,557 members. It has assets under management totalling $485 million with a total business volume of $919 million. Its market has strong business development potential. The caisse has 31 employees and operates in a unionized environment.
Additional responsabilities
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Prepare documents for meetings with members and clients. Update members’ financial statements and profiles in the database and enter notes regarding sales opportunities for financial planners and advisors.
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Process the instructions in the tool provided for this purpose. Input, validate and save activities and transactions (e.g., disbursements, renewals, changes to mortgage and consumer financing and penalty calculations; renewal, changes to and redemption of savings; investment fund applications and IN and OUT transfers; account closures and estate settlements).
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Finalize files following meetings with members and clients by updating information in accordance with the action plan, recording follow-up activities, and updating financial statements.
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Process files as well as certain reports, when necessary. Carry out filing and document management activities (e.g., purging and storage) for the sector in accordance with current practices and regulations.
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When necessary, contact members and customers to follow up on missing documents or those forwarded for signing.
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Ensure that files are complete and compliant in a timely fashion and in accordance with prescribed quality standards.
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Maintain the security of transactions and operations in accordance with current policies, practices and standards.
Other working conditions
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The work arrangement for the position is full-time on-site work #LI-Onsite
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Number of jobs available : 1
Qualifications
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Attestation of Collegial Studies in a related field
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A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
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For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
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Knowledge and understanding of financial documents used in asset management
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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
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Knowledge of financial data integration in systems
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Familiarity with legislative compliance requirements for the distribution of financial products and services
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Understanding of the philosophy and operations of a financial services cooperative
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Knowledge of operating procedures pertaining to investment and financing activities
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Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
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Knowledge of operating procedures related to opening accounts and selling additional products and services, and Accord D financing
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Knowledge of service standards
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Interpersonal Savvy, Situational adaptability
Work Location
Caisse Desjardins Beauharnois
Trade Union
Unposting Date
2023-03-12
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.
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