Financial Analyst III managing daily treasury operations across Brazil and internationally for retail group. Key role in financial negotiations and treasury management.
About the role
- Client Financial Services Agent at Desjardins, working with advisors to provide personalized client support and handle business development. Assisting clients with investment, financing, and protection solutions in a hybrid work setting.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients.
- Help advisors deliver services and maintain business relationships.
- Handle client requests and perform tasks and research as needed, and recommend appropriate solutions.
- Help colleagues manage their agenda and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
- Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
- Seize business opportunities and participate in sales development initiatives.
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
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
Analista de Controladoria III managing financial evaluations for CAPEX projects at M. Dias Branco. Facilitate communication and decisions aligned with financial strategy.
Senior Financial Planning Analyst role at Mark Up to transform financial data into business insights. Strategic input on financial planning and analysis with leadership collaboration.
Senior FP&A Analyst at Bynder focusing on improving financial reporting and analytics for key departments. Responsible for automating workflows and ensuring accurate financial data integrity in a SaaS environment.
Analyst assisting in financial planning and analysis processes at Neogrid. Supporting budget building, financial reporting, and data quality assurance across various departments.
Senior FP&A Analyst at Neogrid, leading financial planning and acting as strategic partner to leadership.
Service Manager leading critical IT service delivery for digital transformation in finance. Managing performance and compliance in regulated environments with strong stakeholder collaboration.
Financial Analyst responsible for financial analysis and reporting with a focus on data interpretation at Globo. Collaborating within teams and ensuring compliance with corporate policies.
Financial Analyst supporting finance function at ERC Pathlight through financial analysis, budgeting, and reporting. Collaborating with operational teams to ensure financial accuracy and decision - making.
Analista Pleno para gestão de metas e performance na DMS Logistics, uma multinacional brasileira de agenciamento de carga. Envolvimento em estratégia, FP&A e transações financeiras.