Desjardins Group is seeking an Agent services financier - opérationnel to support financial planners and advisors in carrying out operational activities. The incumbent will prepare documents, update financial statements, and process instructions in a tool provided for this purpose.
Requirements
- Attestation of college studies (ACS) in Administration (including ACS in Financial Advisory Services)
- 1 year of financial services experience
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of service standards