Financial disclosure advisor preparing and analyzing financial statements for Desjardins. Ensuring accounting, regulatory, tax and governance compliance while advising stakeholders.
Responsibilities
Diagnose issues, challenges and needs to determine target outcomes
Perform, validate and analyze accounting and financial transactions while ensuring data is complete and compliant with accounting policies and standards
Develop and help implement objectives, solutions and action plans
Carry out specialized analysis and make recommendations to develop organizational best practices
Ensure compliance with regulations, financial governance rules, and tax and accounting standards
Prepare, analyze, disclose and monitor financial statements for financial, statutory, regulatory and strategic reporting
Advise and assist clients and partners in intervention and development initiatives
Propose solutions to improve or optimize standards, procedures, controls and tools
Coordinate and interact with stakeholders in other fields
Prepare recommendations, solutions and action plans based on organizational objectives and priorities
Help solve complex problems using analytical skills and extensive knowledge of the line of business
Requirements
Bachelor's degree in a related field
A minimum of four years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Business insight
Interpersonal Savvy
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Independent advisor building client portfolios and delivering insurance and wealth solutions for Co - operators. Growing a community - based financial services business under an autonomous remote - friendly model.
Independent advisor building client portfolios and delivering insurance and wealth solutions. Growing a community - based financial services business under Co - operators.
Independent advisor building client relationships and insurance and wealth portfolios for Co - operators. Running an autonomous financial services business under the Canadian brand.
Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and integrated financial strategies. Building trusted relationships while balancing client satisfaction, profitability, and risk management.
Client financial services agent supporting Desjardins members, clients, and advisors with investment, financing, protection, and sales services. Hybrid role focused on personalized client solutions and business development.
Personal Finance Advisor helping Desjardins members and business clients choose investments, loans, and insurance solutions. Managing relationships and developing integrated financial strategies.
Financial Planner managing mass - affluent portfolios for RBC, a Canadian bank. Providing holistic planning, investment, credit, and banking advice while growing client relationships.
Financial Planner growing RBC clients’ wealth through holistic financial planning and investment solutions at RBC, a Canadian bank. Building portfolios, referrals, and long - term relationships across Québec.
Personal Finance Advisor helping Desjardins members and clients in Victoriaville choose investments, loans, and insurance. Building trusted relationships and delivering integrated financial strategies.