Senior Financial Performance Advisor leading investment - sector forecasts, budgeting, KPIs and accounting analysis. Supporting iA Financial Group’s insurance, savings and wealth - management business.
About the role
- Personal Finance Advisor helping Desjardins members meet financial goals through investments, loans, and insurance. Building relationships and advising young people and individual members in Ormstown.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide 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 sound and prudent risk management
- Work with partners and experts to design integrated strategies for members and clients
- Advise members and clients on strategies and identify expected results
- Manage business relationships, assess 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
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
- 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
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 Planner helping TD Wealth clients achieve financial goals through holistic advice. Building client portfolios, providing investment recommendations, and growing relationships at Canada’s TD bank.
Finance and accounting technician supporting Desjardins financial reporting, audits, budgets, and accounting systems. Providing technical studies, process improvements, user training, and operational support.
Client financial services agent supporting Desjardins members and advisors. Handling requests, recommending financial solutions, and contributing to sales development.
Financial due diligence advisor evaluating growth - company investments for Quebec fund manager Desjardins Capital. Modeling performance, assessing forecasts, and guiding post - transaction improvements.
Financial Services Coordinator processing invoices, expenses, reconciliations, and vendor payments for natural wellness retailer Saje. Supporting inventory invoicing and retail compliance across Canadian operations.
EC
Associé en financement de projets chez EDC, société d’État aidant les entreprises canadiennes à réussir à l’étranger. Modélisation financière, analyse de crédit et exécution de transactions complexes.
EC
Structured finance associate executing project - finance transactions for EDC, Canada’s export credit agency. Building financial models, supporting deal execution, and managing infrastructure - finance portfolios.
Senior Business Analyst guiding CFO and Audit Chair executive - search research at Egon Zehnder. Leading market research, candidate identification, client deliverables, and business development.
RBC banking associate supporting Alberta Financial Planners with client advice, sales enablement, and relationship growth. Facilitating credit, investment, and everyday banking solutions for personal and business clients.