Finance Manager overseeing accounting, treasury, tax compliance, and reporting for a Canadian mobility organization. Leading audits, controls, budgeting, and accounting team development.
About the role
- Client financial services agent supporting Desjardins members and advisors with investment, financing, protection, and routine transactions. Providing personalized service, solutions, sales support, and business development.
Responsibilities
- Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Be attentive to members’ and clients’ needs and recommend solutions meeting their needs and expectations
- Help members and clients choose and use tools and channels based on their desired independence and automation
- Seize business opportunities and participate in sales development initiatives
- Provide personalized support to members and clients and assist advisors in delivering services and maintaining business relationships
- Create offers for routine transactions and help sell products and services based on member and client needs and current strategies
- Provide excellent customer service and support business development
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
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
Job title
Job type
Experience level
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