Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
The incumbent supports financial planners and advisors in carrying out operational activities originating from the sales teams, following processes related to savings and financing products and services.
The Caisse populaire d'Alfred is located less than a one-hour drive from Montreal and Ottawa, in eastern Ontario. In the region, which is 85% French-speaking, the caisse serves nearly 6,000 members. Its assets total $190 million, including $97 million in personal loans and $63 million in business loans. Savings and investment total $135 million. The caisse has 25 employees, including three managers, at two service centres. The caisse is associated with a Desjardins Business Centre. The Caisse populaire d'Alfred is currently seeing strong development in savings, and wants to work with employees who have relationship skills and can help it reach its goals. The potential for development is sizable, as the caisse only has a 10% share of the savings market.
Prepare documents for meetings with members and customers. Update members' financial statements and profiles in the database and enter notes regarding sales opportunities for financial planners and advisors.
Process the instructions in the tool provided for this purpose. Input, validate and save activities and transactions (e.g. disbursements, renewals, changes to mortgage and consumer financing and penalty calculations; renewal, changes to, and redemption of savings; investment fund applications and IN and OUT transfers; account closures and estate settlements).
Finalize files following meetings with members and customers by updating information in accordance with the action plan, recording follow-up activities, and updating financial statements.
Process files as well as certain reports, when necessary. Carry out filing and document management activities (e.g. purging and storage) for the sector in accordance with current practices and regulations.
When necessary, contact members and customers to follow up on missing documents or those forwarded for signing.
Ensure that files are complete and compliant in a timely fashion and in accordance with prescribed quality standards.
Maintain the security of transactions and operations in accordance with current policies, practices and standards.
Other working conditions
Work place: You may be asked to work at the Bourget Service Center.
Number of job available: 1
Attestation of College Studies in a related field
Years of relevant experience: 1
Please note that other combinations of qualifications and relevant experience may be considered
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
Desjardins Cross-sector skills
Accountability, Collaborates, Customer Focus, Innovation
Key competencies for the job
Communicates effectively, Interpersonal Savvy, Situational adaptability
Caisse Populaire D'Alfred Limite
Member/client sales and service (FG)