At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job Level NV-07The incumbent supports managers in applying and carrying out internal control, risk and compliance activities related to savings and investments.General Information on the PositionMain responsibilitiesAdvise members and clients on the best strategies and work with them to identify expected results.Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.Stay up-to-date on the financial services industry, market trends and best practices in your field.Participate in outreach activities and represent the caisse in the community.Other working conditionsThe work arrangement for the position is full-time hybrid work #LI-HybridNumber of jobs available : 1QualificationsBachelor’s degree in a related fieldA minimum of 1 year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredHold a Mutual fund sales representative certificate issued by the Autorité des marchés financiersFor vacant positions available in Quebec, please note that knowledge of French is requiredSpecific knowledgeKnowledge of current financial, economic, political and legislative eventsKnowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)Knowledge of tax, financial and succession issues for individuals and business ownersKnowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitorsKnowledge of debt managementKnowledge of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processesKnowledge of service standardsKnowledge of techniques used to assess and monitor individual financing applicationsDesjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learningKey competencies for the job Business insight, ComplexityWork Location Caisse populaire Desjardins GracefieldTrade Union CAISSE GRACEFIELD (T: 30177)Unposting Date 2024-05-14Job Family Risk management (FG)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.
