Agent services finanaciers - opérationnel

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