Senior Financial Analyst supporting Sun Life Canada’s expense consolidation, forecasting and reporting. Building financial models and advising business leaders to optimize operational expenditures.
About the role
- Personal Finance Advisor helping Desjardins members and clients meet financial goals through investments, loans, insurance, and integrated strategies. Building trusted relationships and representing the caisse in the community.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer advice suited to their financial situation, and help them choose appropriate solutions to meet financial goals
- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up, and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends, and best practices
- Participate in outreach activities and represent the caisse in the community
- Recommend investments, loans, and insurance products
- Balance member/client satisfaction, business objectives, profitability, and sound and prudent risk management
- Work with partners and experts to design integrated strategies for members and clients
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
- Knowledge of French is required
- Available to travel to other branch locations
- 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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