Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Financial Services Agent collaborating with account managers to maintain business relationships with members and clients. Focusing on sales support activities and ensuring compliance with quality standards.
Responsibilities
- The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities.
- Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services.
- Direct and assist members and clients in using the above.
- Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
- As needed, contact members and clients to confirm planned transactions.
- Make courtesy calls upon request by the account managers.
- Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
- Contribute to business development by participating in a variety of solicitation activities.
- Use contacts with members and clients to build strong business relationships.
- Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
- Ensure files are complete and in compliance with all applicable deadlines and standards for quality.
- Respect all policies, practices and standards in effect for conducting transactions and operations securely.
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Ability to create financial statements
- Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
- Ability to enter financial data in the systems
- Knowledge of financing and credit management practices related to businesses
- Familiarity with compliance requirements for regulations on the distribution of financial products and services
- Understanding of the philosophy and inner workings of a financial services cooperative
- Knowledge of the procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing
- Knowledge of the Desjardins business processes
- Knowledge of service standards
- Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Manager managing music royalties and finance processes for Warner Bros. Discovery. Overseeing a team and ensuring compliance with contractual terms and internal controls.
Lead Business Aligned Finance Analyst at Wells Fargo, advising on financial research and forecasting for Consumer Technology Products. Resolve complex financial challenges and drive strategic initiatives.
Executive Director - Financial Reporting at Wells Fargo, advising on regulatory reporting and capital treatment. Collaborating with internal stakeholders on interpretive issues and regulatory compliance.
Senior Associate guiding financial operations implementation for PwC in finance consulting. Collaborating with clients and mentoring peers while ensuring successful project delivery.
Vice President, Investment Banking at Fifth Third Bank providing leadership in M&A and Strategic Advisory engagements. Overseeing team operations and ensuring high - quality financial analysis and execution.
Investment Analyst contributing to venture capital processes at Scania. Focused on research, financial modeling, and relationship building within the startup ecosystem.
Aspiring Financial Adviser role guiding customers to achieve lifetime financial goals through sound advice and tailored solutions. Join a leading insurance company in Africa's vibrant market.
Strategic Finance Analyst supporting financial governance and analysis at a healthcare firm focused on sustainable solutions. Collaborating with various business units to drive cost savings and operational efficiency.
Accountant managing monthly accounting processes, preparing accounts, and supporting budget in Edinburgh or Glasgow office. Qualified accountant with strong experience in a similar role.