Financial Services Agent, Operations

Desjardins

Financial Services Agent role at Desjardins Ontario Credit Union supporting operational activities from sales teams. Responsibilities include preparing documents, updating financial profiles, and processing transactions.

Posted 6/3/2026full-time🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

Prepare documents for meetings with members and customers
Update members' financial statements and profiles in the database
Process instructions using provided tools
Input, validate and save activities and transactions
Finalize files following meetings with members and customers
Process files as well as certain reports
Carry out filing and document management activities
Contact members and customers to follow up on missing documents
Ensure that files are complete and compliant in a timely fashion
Maintain the security of transactions and operations

Requirements

What you’ll need

High school diplomas in a related field
A minimum of one year of relevant experience
Strong communication skills in both French and English, both oral and written
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
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 service standards

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial document managementdata validationtransaction processingfile finalizationreport processingdocument managementfinancial data integrationcompliance knowledgeoperating proceduresservice standards

Soft Skills

communication skillsbilingual (French and English)customer follow-uptimelinessattention to detail

Certifications

high school diploma