Financial Services Agent, Operations

Overview

Financial Services Agent, Operations – Desjardins

• Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and noting sales opportunities.
• Follow instructions from the tool, adding, verifying and recording activities and transactions such as payouts, renewals, financing offers, loan contracts, guarantee forms, notary and discharge documentation, and registration of personal and movable real rights.
• Finalize documents after meetings by updating information, recording follow‑ups and updating financial statements.
• Support line of credit monitoring, perform preliminary analyses to determine necessary coverages, and update the system as required.
• Process files and reports (e.g., loan and guarantee follow‑ups), perform document filing and management tasks, including purging and archiving according to practices and rules in effect.
• Contact members and clients to follow up on missing documents or documents requiring signatures.
• Ensure files are complete and comply with all applicable deadlines and quality standards.
• Respect all policies, practices and standards in effect for conducting transactions and operations securely.

• Attestation of Collegial Studies.
• Minimum of two years of relevant experience; other combinations of qualification and experience may be considered.
• Knowledge of French is required.
• Ability to compile financial statements and enter financial data in the systems.
• Knowledge of loan and guarantee contracts and financing and credit management practices related to businesses.
• Knowledge of products and services for businesses and those offered by Desjardins and competitors.
• Familiarity with compliance requirements for regulation of financial product distribution.
• Understanding of the philosophy and operations of a financial services cooperative.
• Knowledge of operational procedures related to financing and sales support activities and service standards.
• Action oriented, communicates effectively, customer focus, interpersonal savvy, nimble learning, situational adaptability.

• Competitive salary and annual bonus (range: $44,388 to $58,443 per year).
• Four weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses and telework equipment.

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting and valuing people for who they are as individuals, learning from our differences, and fostering a positive workplace for all. We have zero tolerance for discrimination of any kind. Please let us know if you require accommodations at any stage of the recruitment process.