VMO Financial Analyst monitoring IT contract timelines, SLAs, incidents, and usage for Deloitte Technology. Supporting sourcing stakeholders and optimizing global hardware and software value.
About the role
- Personal Finance Advisor advising Québec members on investments, loans, insurance, and financial strategies. Building trusted relationships for Desjardins, North America's largest cooperative financial group.
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
- 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 the best strategies and identify expected results
- Manage business relationships and assess member/client satisfaction and service quality
- Follow up with members and clients 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
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- 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 offered to caisse members, Desjardins Business Centres, Desjardins components and distribution networks, and competitors
- Knowledge of debt management
- Notions 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 products and services offered by the caisse
- Knowledge of 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
- Reimbursement of 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.
CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.
Finance Manager modernizing Controlling and Inventory processes for Johnson & Johnson’s global healthcare transformation. Supporting S4/Hana ERP design, testing, deployment, and process harmonization.
Senior FP&A Analyst leading forecasting, reporting, and investment analysis for JD Power’s automotive data and analytics business. Advising Dealer and FSAAS technology and product leaders.
Investment banking analyst supporting valuation, financings, M&A, and advisory mandates. Desjardins Capital Markets provides tailored capital markets solutions across Canada.
Financial Planner developing personalized savings and investment strategies for Desjardins members and customers. Building wealth - management relationships and growing high - potential portfolios in Trois - Rivières.
Personal Finance Advisor helping Desjardins members in Québec meet financial goals through investments, loans, and insurance. Managing trusted client relationships and integrated financial strategies.
Data editor producing consumer - focused personal finance journalism for The Globe and Mail. Analyzing datasets and building visual, data - driven stories and reporting tools.
Data editor creating consumer - focused personal finance journalism for The Globe and Mail. Analyzing data, building reporting tools, and collaborating on multimedia newsroom projects.
Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Managing trusted client relationships and recommending strategies aligned with financial goals.