Financial Analyst supporting Genetec’s technology business through revenue, margin, variance, and commission analysis. Improving financial reporting, dashboards, processes, and automation.
About the role
- Personal Finance Advisor helping Desjardins members and clients meet financial goals. Providing financing, loans, insurance, and integrated financial strategies.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide advice suited to their financial situations
- Help members and clients choose appropriate solutions to meet their financial goals
- 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
- Authorize credit in accordance with 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 current 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
- Please note that 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
- 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
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