Personal Finance Advisor
Desjardins
Financial Services Agent, Operations
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montréal • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- Support account managers by performing operational tasks related to financing products and services
- Prepare documentation for member and client meetings
- Enter data, update financial statements and profiles, perform profitability analyses
- Follow instructions for adding, verifying, and recording transactions
- Finalize documents following meetings by updating information in files
- Conduct preliminary analyses for line of credit monitoring
- Process files and reports as needed
- Handle document filing and management tasks
Requirements
- Attestation of Collegial Studies
- A minimum of two years of relevant experience
- Knowledge of French is required
- Action oriented
- Customer Focus
- Drive results
- Situational adaptability
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entryfinancial statement analysisprofitability analysistransaction verificationdocument management
Soft skills
action orientedcustomer focusdrive resultssituational adaptability
Certifications
Attestation of Collegial Studies
