Complex auto claims advisor resolving property damage claims for TD Insurance. Investigating liability, negotiating settlements, and supporting Canadian customers through difficult situations.
About the role
- Securities Advisor supporting Desjardins clients and advisors with account administration, transactions, and documentation. Managing inquiries, reporting, and compliance-related operational tasks.
Responsibilities
- Support advisors by performing administrative and operational tasks involved in securities account management
- Track client account transactions daily and resolve administrative situations
- Prepare documentation for member and client meetings
- Manage advisors’ calendars and voicemail
- Complete account openings, forms and securities transactions as directed by advisors
- Handle queries, conduct research and propose tailored solutions
- Produce reports and statistics and prepare related documents
- Maintain contact with clients, employees and partners to answer questions, take action and monitor changes
- Support member and client satisfaction, business growth, risk and compliance management, and adherence to current practices and policies
Requirements
- General college diploma in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Intermediate advanced proficiency of English
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
Job title
Job type
Experience level
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