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
- Personal Finance Advisor at Desjardins advising Nicolet members and clients on financing, loans, insurance, and investment solutions. Building trusted relationships and authorizing credit under prudent risk-management rules.
Responsibilities
- Develop and maintain lasting, trusting business relationships with members and clients
- Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose appropriate solutions
- Provide financing solutions for affluent individuals and businesses
- Recommend loans and insurance products
- Serve as a financing expert advisor and resource person
- Ensure cross-sector strategies are applied to financing and authorize credit according to established rules
- Balance member/client satisfaction, business objectives, profitability, and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
- Stay up-to-date on financial services industry developments, market trends, and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year 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 current financial, economic, political and legislative events
- Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
- Knowledge of tax, financial and succession issues for individuals and business owners
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes
- Knowledge of service standards
- Knowledge of techniques used to assess and monitor individual financing applications
- 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
- Benefits apply based on eligibility criteria
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.
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.
Finance Specialist overseeing bookkeeping, reconciliations, ERP interfaces, and closing activities. Supporting ILSC Education Group’s global language and vocational training operations.
Director of Finance leading accounting, reporting, compliance, and strategic finance for Multiview’s North American ERP software business. Managing multi - entity operations, budgets, audits, and finance automation.
Financial Performance Advisor supporting FP&A reporting, variance analysis, and expense forecasting at iA Financial Group. Partnering with Canadian and U.S. stakeholders to improve financial decision - making.
FP&A Manager leading budgeting, forecasting, reporting, and financial modeling for People Corporation, a provider of benefits, retirement, wealth, wellness, and HR solutions. Partnering with P&C leaders on business decisions and growth.
Finance and accounting advisor managing reports, budgets, audits, risks, and accounting systems for Desjardins. Advising clients and partners while developing financial solutions and action plans.
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.
Client financial services agent supporting Desjardins members with investment, financing, protection, and routine transactions. Providing advisor support, personalized service, and business development in hybrid Prévost role.
Personal Finance Advisor guiding Desjardins caisse members and clients on investments, loans, insurance, and financial strategies. Building trusted relationships and balancing client satisfaction, profitability, and prudent risk management.