Agent, Services financiers - Opérations

Desjardins•Ottawa, ON

About The Position

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 Family Member/client sales and service (FG) Unposting Date 2026-05-13 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

Requirements

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

Nice To Haves

Other combinations of qualifications and relevant experience may be considered

Responsibilities

Prepare documents for meetings with members and customers.
Update members' 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 customers 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.