Financial Services Agent, Operations

Desjardins; Ottawa; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Telework equipment

Job summary

Desjardins is seeking a Private Financial Services Agent, Operations, to support account managers by handling operational activities related to financing products. You will prepare documents for meetings, update member data, and ensure transactions are recorded accurately for a smooth client experience.

The role includes processing instructions, finalizing files after meetings, and maintaining filing and archiving practices to meet deadlines and quality standards.

Qualifications

• Attestation of Collegial Studies is required.
• Minimum of two years of relevant experience.
• Knowledge of French is required for positions in Quebec.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Prepare documents for meetings with members and clients and update member data.
• Process instructions, validate and record activities and transactions related to financing products and services.
• Finalize files after meetings by updating information and recording follow ups.
• Ensure files and reports are processed, including filing and document management.

Skills

Action oriented

Customer Focus

Drive results

Nimble learning

Situational adaptability

Education

Attestation of Collegial Studies

Job description

As a Private Financial Services Agent, Operations, you support account managers by performing operational activities from the sales teams related to the processes associated with financing products and services. More specifically, you will be required to:

• Prepare documents for meetings with members and clients. To this end, enter and update member data in the tools and applications and take note of sales opportunities for associates and private bankers
• Process instructions submitted through the tools and applications provided for this purpose. Integrate, validate and record activities and transactions (e.g. execute current transactions (transfer between folios, ordering and depositing cheques, subscription, renewal, modification, repurchase of specialized and other savings products, and transfer IN and OUT, account closure, estate settlement, cash advance on line of credit, change to mortgage and consumer financing, ordering mortgage deeds)
• Finalize files after meetings with members and clients by updating information in line with the action plan, recording follow ups and updating financial statements
• Ensure the processing of files and, where required, certain reports. Perform filing and document management activities for Private Financial Services, specifically purging and archiving, in accordance with current practices and rules
• Prepare e-signatures for our partners or private bankers, as needed
• Ensure that files are complete and comply with all applicable deadlines and quality standards
• Ensure that transactions and operations are secure and comply with policies, practices and standards

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

• Attestation of Collegial Studies
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required for positions in Quebec
  Action oriented, Customer Focus, Differences, Drive results, 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!

Job Family

Member/client sales and service (FG)