Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Hybrid financial services agent supporting affluent and high-net-worth Desjardins clients. Managing banking transactions, client files, digital tools, and advisor operational support.
Responsibilities
- Provide personalized member/client service and experience to clients with complex needs
- Be attentive to the needs of members and clients and propose personalized and effective solutions
- Seize business opportunities and provide personalized advice for optimal business development
- Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on requests
- Ensure the execution of all member and client banking account operations
- Proactively inform members and clients about digital solutions and equip them to interact with Desjardins using their preferred method
- Help manage the advisor's agenda and emails
- Acquire and cultivate knowledge and understanding of Desjardins products and services and competitors' offers
- Create offers for routine financial transactions and sales support based on affluent and high net worth clients' needs and expectations
- Support advisors by carrying out transactional or operational activities related to the financial services offer
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
- Knowledge of all products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks
- Knowledge of integration of financial data into systems
- Knowledge and notions of compliance with legislation respecting the distribution of financial products and services
- Good grasp of the philosophy and fundamentals of a financial services cooperative
- Knowledge of operational procedures for financing and investment activities
- Knowledge of operational procedures for convenience services and products as well as automated and assisted transactions
- Knowledge of operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing
- Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation processes)
- Knowledge of service standards
- Communicates effectively
- Interpersonal Savvy
- 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
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