Director of FP&A leading financial forecasting and analysis across music labels and distribution. Collaborating with executives to drive strategic financial decisions and optimize processes.
About the role
- Client financial services agent providing personalized support to members and clients. Collaborating with advisors to deliver services and maintaining business relationships.
Responsibilities
- Work closely with advisors to provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Address members' and clients' immediate needs by offering simple, rapid solutions
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards
- Provide significant business development support
- Assist members and clients by delivering excellent customer service
- Prepare proposals for routine transactions and support the sale of products and services based on client needs
Requirements
- Attestation of Collegial Studies
- Minimum of three years of relevant experience
- Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)
- Proficiency in French required
- Understanding of financial documents used in asset management
- Knowledge of all products and services offered to caisse members
- Experience integrating financial data into systems
- Knowledge of compliance requirements under An Act respecting the distribution of financial products and services
- Familiarity with operating procedures related to investment and financing activities
- Knowledge of service standards
- Availability to work one evening per week until 8:00 p.m.
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined-benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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