Analyste financier soutenant la contrôleure d’un éditeur de logiciels. Analyse des revenus, rapprochements, clôtures mensuelles et conformité IFRS.
About the role
- Personal Finance Advisor helping Desjardins members and business clients choose investments, loans, and insurance solutions. Managing relationships and developing integrated financial strategies.
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
- Work closely with individual members and business clients
- 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 meeting member and client needs
- 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
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
- Knowledge of current financial, economic, political and legislative events
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
- Knowledge of debt management
- Knowledge and notions of compliance with legislation respecting the distribution of financial products and services
- Knowledge 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 and telework equipment
- Benefits apply based on eligibility criteria
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