Personal Finance Advisor advising Desjardins members and clients on investments, loans, and insurance. Managing trusted relationships and integrated financial strategies in a hybrid role.
About the role
- Investment Banking Analyst analyzing data, risks, and management policies for Desjardins. Preparing recommendations, reports, and action plans in hybrid Toronto role.
Responsibilities
- Identify, input, analyze and interpret data to inform management decision-making and monitor management policies and practices
- Analyze risks, prepare reports, propose solutions and recommendations, and advise on implementation
- Prepare and propose action plans to address issues
- Help develop, implement and update policies, practices and standards
Requirements
- Identify, input, analyze and interpret data to inform management decision-making
- Analyze risks and prepare reports
- Propose solutions and recommendations
- Prepare and propose action plans in accordance with rules and parameters
- Help develop, implement and update policies, practices and standards
- Competencies: Action oriented, Business insight, Complexity, Customer Focus, Differences, Nimble learning
Benefits
- Equity, diversity and inclusion commitment
- Workplace accommodations available at any stage of the recruitment process
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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Personal Finance Advisor advising Desjardins members and clients on investments, loans, insurance, and financial strategies. Hybrid role focused on trusted relationships and community outreach.
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