Advisor in Investment and Financing at Desjardins optimizing financial health through tailored solutions to clients. Committed to excellent customer service and maintaining strong client relationships.
About the role
- Financial Services Agent supporting account managers by performing operational tasks related to financing products and services. Requires bilingualism in French and operational knowledge of financing procedures.
Responsibilities
- Support account managers by performing operational tasks assigned by the sales teams related to financing products and services
- Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers
- Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration)
- Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements
- Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required
- Process files and reports as needed (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 as needed to follow up on missing documents or documents requiring signatures
- Ensure files are complete and in compliance with all applicable deadlines and standards for quality
- Respect all policies, practices and standards in effect for conducting transactions and operations securely
Requirements
- Attestation of Collegial Studies
- A minimum of two years of relevant experience
- 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
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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Not specified
Degree requirement
Location requirements
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