Senior financial disclosure advisor supporting Desjardins’s accounting, tax and regulatory reporting. Leading complex initiatives, controls and stakeholder recommendations.
About the role
- Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing financial goals, profitability, and prudent risk management.
Responsibilities
- Develop and maintain lasting, trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide advice suited to their financial situation
- 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 and assess satisfaction and service quality
- Follow up and identify areas for improvement
- Stay up-to-date on financial services industry trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- General 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
- Knowledge of current financial, economic, political and legislative events
- Knowledge of products and services aimed at caisse members, Desjardins entities and competitors
- Knowledge of integration of financial data into computer systems
- 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 caisse products and services
- 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
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