FP&A Manager leading budgeting, forecasting, reporting, and financial modeling for People Corporation, a provider of benefits, retirement, wealth, wellness, and HR solutions. Partnering with P&C leaders on business decisions and growth.
Finance and accounting advisor managing reports, budgets, audits, risks, and accounting systems for Desjardins. Advising clients and partners while developing financial solutions and action plans.
Client financial services agent supporting Desjardins members and advisors with personalized investment, financing, and protection solutions. Handling requests, routine transactions, customer service, and business development.
Client financial services agent supporting Desjardins members with investment, financing, protection, and routine transactions. Providing advisor support, personalized service, and business development in hybrid Prévost role.
Personal Finance Advisor guiding Desjardins caisse members and clients on investments, loans, insurance, and financial strategies. Building trusted relationships and balancing client satisfaction, profitability, and prudent risk management.
Credit Investment Analyst analyzing and managing Float’s credit portfolio. Supporting Canada’s fintech financial operating system through due diligence, monitoring, and risk insights.
Mobile Financial Services Representative serving Costco members at CIBC kiosks. Selling deposit products, identifying financial needs, and referring clients to banking - centre specialists.
Personal Finance Advisor helping Desjardins members and clients in Rimouski choose financial solutions. Managing relationships and recommending investments, loans, and insurance products.