Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing financial goals, profitability, and prudent risk management.
About the role
- Financial Services Agent supporting Desjardins account managers with business financing documentation, transactions, credit monitoring, and client follow-ups.
Responsibilities
- Support account managers by performing operational tasks related to financing products and services
- Prepare documentation for member and client meetings, including data entry, updating financial statements and profiles, profitability analyses, and recording sales opportunities
- Add, verify, and record activities and transactions, including payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, and registrations
- Finalize documents after member and client meetings by updating files, recording follow-ups, and updating financial statements
- Monitor lines of credit by conducting preliminary analyses to determine necessary coverages and updating systems
- Process files and reports, including loan and guarantee follow-ups
- File, manage, purge, and archive documents according to applicable practices and rules
- Contact members and clients regarding missing or unsigned documents
- Ensure files are complete and comply with deadlines and quality standards
- Respect policies, practices, and standards for secure transactions and operations
Requirements
- 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
- Ability to compile financial statements
- Knowledge of loan and guarantee contracts
- Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
- Ability to enter financial data in the systems
- Knowledge of financing and credit management practices related to businesses
- Familiarity with compliance requirements for regulations on the distribution of financial products and services
- Understanding of the philosophy and inner workings of a financial services cooperative
- Knowledge of operational procedures related to financing and sales support activities
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
- 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
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