Responsable des finances d’un office d’habitation québécois offrant des logements abordables. Supervision comptable, budgets, trésorerie, conformité réglementaire et conseil stratégique à la direction.
About the role
- Personal Finance Advisor at Caisse Desjardins Ontario advising clients on financial strategies and solutions. Engaging with community outreach and maintaining business relationships.
Responsibilities
- Advise members and clients on the best strategies and determine target outcomes.
- Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
- Stay on top of financial services industry news, market trends and best practices in your field.
- Participate in outreach activities and be present in the community.
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients.
- Knowledge of the latest financial, economic, policy and legislative developments
- Knowledge of products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks, and products and services offered by competitors
- Knowledge of debt management practices
- Knowledge of legislative compliance requirements for the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards governing products and services offered by Desjardins Ontario Credit Union
- Knowledge of techniques used to assess and monitor individual financing applications.
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
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.
Financial Accountant supporting period - end close, audits, and compliance for RB Global’s commercial - asset marketplace. Preparing reconciliations, working papers, variance analyses, and statutory reports.
Client financial services agent supporting Desjardins members and advisors. Providing personalized financial solutions, customer service, and business development support in Montréal.
Senior Finance Analyst supporting financial reporting, audits, budgeting, and compliance for Green Municipal Fund’s Canadian municipal sustainability programs. Hybrid role near Ottawa.
Personal finance advisor helping Desjardins members and businesses achieve financial goals. Recommending investments, loans and insurance products while managing trusted client relationships.
EY Assurance Senior delivering audits and quality assurance services for financial services organizations. Managing fieldwork, client relationships, staff performance, and complex accounting engagements in Toronto.
Finance and accounting agent supporting Desjardins’ cooperative financial services in Montréal. Managing accounts, reports, audits, budgets, accounting data and administrative processes.
Corporate Finance Manager leading corporate accounting, payroll, payments, and reporting for Nutrition International, a global nutrition organization. Supervising finance staff and supporting audits in Ottawa’s hybrid headquarters role.
Sun Life financial advisor helping Saskatchewan individuals, families, and business owners achieve lifetime financial security. Building client relationships, financial roadmaps, and insurance or investment solutions.
Conseiller en finances personnelles chez Desjardins, le plus grand groupe financier coopératif d’Amérique du Nord. Accompagnement de membres jeunesse et particuliers en placement, financement et protection.