Personal Finance Advisor helping Desjardins members and clients in Rimouski choose financial solutions. Managing relationships and recommending investments, loans, and insurance products.
About the role
- Real estate investment associate underwriting acquisitions and developments for Broccolini, a Canadian construction, development, and real-estate services provider. Building financial models, supporting financing, and reporting portfolio performance.
Responsibilities
- Build, maintain, and adapt complex financial models for acquisitions, development projects, and portfolio assets, integrating land, construction, financing, marketing, and municipal costs
- Assess investment viability using IRR, equity multiple (MoIC), margins, yields, and payback periods
- Develop project scenarios, sensitivity analyses, and financial projections to support investment decisions
- Analyze budgets, forecasts, and actuals for active projects, documenting significant variances and recommendations
- Conduct market research on comparable assets and recent transactions to support underwriting assumptions
- Prepare and update dashboards and portfolio reports for senior leadership and investment partners
- Translate complex financial information into clear findings, identified risks, and actionable recommendations
- Support ad hoc analyses and strategic initiatives across the Real Estate and Finance teams
- Prepare financial schedules, lender packages, and supporting documentation for acquisition and development financing
- Participate in due diligence by coordinating financial information, reviewing key assumptions, and tracking deliverables
- Work directly with lenders, investors, advisors, and business partners throughout transactions
- Maintain rigorous, well-structured documentation of models, transactions, and projects
- Prepare financial analyses to support leasing initiatives across existing spaces and new developments
- Evaluate lease proposals, tenant incentives, and related asset management decisions
- Ensure investment assumptions reflect current leasing and operating conditions
- Improve models, templates, and analytical tools to increase precision, consistency, and operational efficiency
- Apply rigorous quality control to calculations, assumptions, and outputs
- Identify optimization opportunities in analytical and reporting workflows
Requirements
- Bachelor's degree in finance, economics, real estate, or a related field
- 3 to 5 years in real estate investments, acquisitions, development financing, or capital markets
- Advanced Excel skills
- Strong financial modelling capabilities
- Solid understanding of real estate financing and key investment metrics
- Autonomy, rigor, and business judgment
- Ability to deliver under tight deadlines
- Bilingual French and English, written and spoken
- MBA, CFA, or CPA is an asset
Benefits
- Group Insurance Plan (three plans to choose from)
- Telemedicine (24/7 access to a nurse or doctor)
- Employee Assistance Program
- Professional Training & Development Program
- Mentorship Program
- Healthy lunch program at a very reasonable cost
- An active social & wellness committee
- Free access to modern gym facilities, personal training and group classes
- Ample free parking
- Free espresso, coffee & tea
- Competitive compensation program
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Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and financial strategies. Building trusted relationships and representing the caisse in Rimouski.
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