Strategic Finance Lead modeling GTM and product growth for Plooto’s SMB payments fintech. Building live forecasting infrastructure and advising executive, board, and investor decisions.
About the role
- Personal Finance Advisor advising Desjardins caisse members on investments, loans, and insurance. Building trusted relationships and integrated financial strategies in hybrid L'Islet role.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer advice suited to their financial situations
- Help members and clients choose appropriate solutions to meet their financial goals
- Recommend investments, loans and insurance products
- Serve as a financing expert advisor and resource person for the caisse
- 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 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 trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- College diploma in a related field
- A minimum of two 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
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of current financial, economic, political and legislative events
- 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 the integration of financial data into computer systems
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of operating procedures pertaining to investment and financing activities and 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
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