Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Financial Services Representative fostering relationships with clients and providing tailored banking services. Working in a fast-paced environment and engaging with clients to assist with financial goals.
Responsibilities
- Work in a fast-paced Banking Centre
- Foster key relationships with clients
- Understand clients’ financial and personal goals
- Provide informative and tailored service
- Recommend the right products and solutions to assist clients' financial success
- Meet with clients to understand their priorities and advise them on solutions
- Engage in marketing and outreach activities to show client value
- Leverage technology as a banking expert introducing clients to mobile banking applications
- Work flexible hours including evenings and weekends
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience in working with clients and achieving sales results
- Prior banking experience in a similar capacity is an asset
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Rating Analyst analyzing infrastructure and project finance credit risks for S&P Global Ratings. Building models, dashboards, and research supporting independent credit opinions.
VMO Financial Analyst monitoring IT contract timelines, SLAs, incidents, and usage for Deloitte Technology. Supporting sourcing stakeholders and optimizing global hardware and software value.
CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.
Finance Manager modernizing Controlling and Inventory processes for Johnson & Johnson’s global healthcare transformation. Supporting S4/Hana ERP design, testing, deployment, and process harmonization.
Senior FP&A Analyst leading forecasting, reporting, and investment analysis for JD Power’s automotive data and analytics business. Advising Dealer and FSAAS technology and product leaders.
Investment banking analyst supporting valuation, financings, M&A, and advisory mandates. Desjardins Capital Markets provides tailored capital markets solutions across Canada.
Financial Planner developing personalized savings and investment strategies for Desjardins members and customers. Building wealth - management relationships and growing high - potential portfolios in Trois - Rivières.
Personal Finance Advisor helping Desjardins members in Québec meet financial goals through investments, loans, and insurance. Managing trusted client relationships and integrated financial strategies.
Data editor producing consumer - focused personal finance journalism for The Globe and Mail. Analyzing datasets and building visual, data - driven stories and reporting tools.