Senior Financial Analyst supporting Sun Life Canada’s expense consolidation, forecasting and reporting. Building financial models and advising business leaders to optimize operational expenditures.
About the role
- Business financial services agent at Desjardins, supporting account managers and clients. Handling sales support, account operations, presentations, and business development in Gatineau.
Responsibilities
- Work closely with account managers to maintain business relationships with members and clients
- Complete documentation following appointments and obtain signatures
- Answer questions related to operations and open accounts
- Present and close sales of products and services, including the Business Freedom Solutions plan
- Direct and assist members and clients in using products and services
- Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities
- Contact members and clients to confirm planned transactions and make courtesy calls upon request
- Help prepare and deliver presentations targeted at members and clients and follow up as needed
- Participate in solicitation activities to contribute to business development
- Build strong business relationships, identify needs, support satisfaction, and maximize sales opportunities
- Keep files up to date and ensure compliance with deadlines and quality standards
- Conduct transactions and operations securely according to applicable policies and standards
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Ability to complete documentation, answer operational questions, open accounts, and present and close sales of products and services
- Ability to prioritize activities and plan follow-ups and solicitation activities
- Ability to prepare and deliver presentations
- Ability to maintain complete, compliant, and up-to-date files
- Ability to respect policies, practices, and standards for secure transactions and operations
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
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