Senior Associate within Global Financial Controls at Fidelity, enhancing auditing processes using AI technologies and collaborating with internal Audit teams on financial risks.
About the role
- Client financial services agent providing personalized support to members and advisors. Assisting in investment, financing, and maintaining business relationships at Desjardins.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Handle client requests and perform tasks and research as needed
- Recommend appropriate solutions based on client needs
- Help colleagues manage their agendas and emails
- Assist members and clients in selecting and maximizing their tools
- Participate in sales development initiatives
Requirements
- Diploma of Collegial Studies (DEC) or equivalent
- Minimum of three years of relevant experience
- Mutual Fund Representative certification from the Autorité des marchés financiers (AMF)
- Proficiency in French required
- Familiarity with financial documents used in asset management
- Knowledge of products and services offered to caisse members and by Desjardins business centres
- Experience 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
- Competencies: Action oriented; Effective communication; Customer focus; Respect for differences; Interpersonal savvy; Agile 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 for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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