VMO Financial Analyst monitoring IT contract timelines, SLAs, incidents, and usage for Deloitte Technology. Supporting sourcing stakeholders and optimizing global hardware and software value.
About the role
- Financial Planner developing personalized savings and investment strategies for Desjardins members and customers. Building wealth-management relationships and growing high-potential portfolios in Trois-Rivières.
Responsibilities
- Develop new business with individual customers and/or business leaders while balancing member and customer satisfaction, profitability, and risk
- Develop and maintain business relationships with members and clients and address their specialized savings needs
- Call on Desjardins components as needed
- Ensure the transfer of members' external assets and fully develop referred, solicited, or prospected members' potential
- Advise members and customers on financial strategies, including debt management, to grow savings and investment portfolios
- Develop and maintain customized collaborations with Desjardins Business Centre account managers, Desjardins components, community business partners, and referrals
- Identify member and customer needs, business opportunities, and appropriate referrals
- Develop and implement strategies to promote Desjardins Group's wealth management services
- Comply with policies, practices, standards, and laws governing financial product and service distribution
- Perform sound and prudent risk management for the assigned portfolio
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
- Academic specialization in Taxation
- Hold the title of Financial Planner
- Be registered or eligible for registration as a Registered Representative
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.
Finance Manager modernizing Controlling and Inventory processes for Johnson & Johnson’s global healthcare transformation. Supporting S4/Hana ERP design, testing, deployment, and process harmonization.
Senior FP&A Analyst leading forecasting, reporting, and investment analysis for JD Power’s automotive data and analytics business. Advising Dealer and FSAAS technology and product leaders.
Investment banking analyst supporting valuation, financings, M&A, and advisory mandates. Desjardins Capital Markets provides tailored capital markets solutions across Canada.
Personal Finance Advisor helping Desjardins members in Québec meet financial goals through investments, loans, and insurance. Managing trusted client relationships and integrated financial strategies.
Data editor producing consumer - focused personal finance journalism for The Globe and Mail. Analyzing datasets and building visual, data - driven stories and reporting tools.
Data editor creating consumer - focused personal finance journalism for The Globe and Mail. Analyzing data, building reporting tools, and collaborating on multimedia newsroom projects.
Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Managing trusted client relationships and recommending strategies aligned with financial goals.
Personal Finance Advisor helping Desjardins members achieve financial goals through tailored financial solutions. Managing relationships and recommending investments, loans, and insurance products.