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 Ontario Credit Union members reach financial goals through tailored advice. Recommending investments, loans, and insurance while managing trusted relationships.
Responsibilities
- Develop and maintain long-term, trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide advice tailored to their financial situations
- Help members and clients select appropriate solutions to reach their financial goals
- Prepare offers and recommend investments, loans and insurance
- Advise members and clients on the best strategies and determine target outcomes
- Manage business relationships, assess satisfaction and service quality, follow up, and identify areas for improvement
- Stay current on financial services industry news, market trends, and best practices
- Participate in outreach activities and be present in the community
Requirements
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate from the Ontario Securities Commission
- Strong communication skills in both French and English, both oral and written
- Knowledge of the latest financial, economic, policy and legislative developments
- Knowledge of products and services for members, Desjardins Business centres, components and distribution networks, and 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 and telework equipment
- Accommodations at any stage in the recruitment process
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