Job Description

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!

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 Mont\xc3\xa9r\xc3\xa9gie 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

Prepare documents for meetings with members and clients. Update members\xe2\x80\x99 financial statements and profiles in the database and enter notes regarding sales opportunities for financial planners and advisors.

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).

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.

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.

When necessary, contact members and customers to follow up on missing documents or those forwarded for signing.

Ensure that files are complete and compliant in a timely fashion and in accordance with prescribed quality standards.

Maintain the security of transactions and operations in accordance with current policies, practices and standards.

Other working conditions

The work arrangement for the position is full-time on-site work #LI-Onsite

Number of jobs available : 1

Qualifications

Attestation of Collegial Studies in a related field

A minimum of one year 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

Specific knowledge

Knowledge and 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 financial data integration in systems

Familiarity with legislative compliance requirements for the distribution of financial products and services

Understanding of the philosophy and operations of a financial services cooperative

Knowledge of operating procedures pertaining 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 and selling additional products and services, and Accord D financing

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.

Desjardins