Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, reporting, and risk management. Supporting faculties and service units through financial analysis and process improvements.
About the role
- Client financial services agent supporting Desjardins members and advisors with personalized investment, financing, and protection solutions. Handling requests, routine transactions, customer service, and business development.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Offer simple and rapid solutions related to investment, financing and protection
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
- Provide business development support
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on member and client needs and current strategies
- Handle client requests, perform tasks and research, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Recommend solutions meeting members’ and clients’ 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
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
- Available to work Monday to Friday including one evening
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
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Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, and reporting. Delivering financial analysis, forecasts, and process improvements across academic and service units.
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