Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Finance managers partnering with Western Canadian co-ops through budgeting, forecasting, and performance analysis. Providing strategic insights for investment, cash flow, and business decisions.
Responsibilities
- Serve as the primary finance partner for an assigned business unit, providing strategic financial advice and supporting key operational and business decisions.
- Lead budgeting, forecasting, and long-range planning processes.
- Help business leaders identify opportunities to improve financial performance and achieve strategic objectives.
- Analyze financial results, trends, and key performance indicators to deliver actionable insights and recommendations supporting earnings, cash flow, and capital decisions.
- Evaluate financial risks and opportunities, challenge assumptions, and collaborate with stakeholders to develop practical solutions.
- Review investment proposals, capital requests, and business cases for sound financial analysis, governance, and alignment with organizational priorities.
- Strengthen financial processes, support continuous improvement initiatives, and enhance financial knowledge across the business.
- Collaborate with Vice Presidents, Directors, assigned business-unit leaders, and Finance partners including Corporate Accounting, Tax, Treasury, and Financial Planning & Analysis.
Requirements
- 8+ years of progressive finance experience
- Significant experience in financial planning, forecasting, budgeting, and business performance analysis
- Bachelor of Commerce degree with a major in Finance or Accounting
- Professional designation: CPA, CFA, or CBV
- May be required to complete a criminal record check in accordance with FCL policies
Benefits
- Competitive salaries
- Short-term incentives
- Comprehensive benefits package
- Employer-contributed pension plan
- Learning opportunities to grow and develop as a Team Member
- Reasonable accommodations throughout the recruitment process
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