Staff Associate for CFO Advisory in public accounting firm assisting clients with accounting challenges and internal controls.
About the role
- Client Financial Services Agent working with advisors in providing member and client support. Responsible for maintaining relationships and assisting with investment, financing, and protection solutions.
Responsibilities
- Handle client requests.
- 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
- Available for travel to Laurier-Station
- 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
Senior Financial Analyst performing analysis related to budgeting and strategic planning at Intermountain Health. Managing project data and ensuring sound financial operations with effective communication.
Finance Specialist providing finance/accounting - related services to the Europe Region at TNC. Responsible for support to the Europe team, invoicing, and financial management.
Senior Analyst, Finance at FNBO responsible for business planning and financial reporting. Collaborating with teams on budget preparation and financial analysis for various business units.
Advisor in investment and financing assisting clients with their investment and financing needs while ensuring quality service and strategic development. Join Desjardins Group, the largest cooperative financial group in North America.
Client financial services agent providing personalized support to members and clients. Collaborating with advisors to deliver services and maintaining business relationships.
Personal Finance Advisor developing and maintaining client relationships at Caisse populaire Desjardins du Centre - sud gaspésien. Advising clients on financial strategies and managing satisfaction and service quality.
Consultant in Financial Services at KPMG advising financial entities on technology strategy and digital transformations. Focusing on risk management and emerging technologies in a dynamic consulting environment.
Student Assistant role at Inriver helping Finance team with invoicing and bookkeeping tasks. Ideal opportunity for those studying Finance or Accounting in a flexible hybrid working environment.
Tech Lead for Risk and Finance Reporting at Luminor, focusing on data technologies and solutions. Leading strategies for risk and finance reporting with a strong emphasis on data governance and team mentorship.