Financial Analyst managing accounts payable/receivable, cash flow, and reporting. Supporting the organization with compliance and documentation tasks in a hybrid role.
About the role
- Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
Responsibilities
- Handle client requests
- Perform tasks and research as needed, and recommend appropriate solutions
- Assist colleagues with managing their schedules 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 maximize their tools and channels according to their desired level of independence and automation
- Identify business opportunities and participate in sales development initiatives
Requirements
- Attestation of Collegial Studies (DEC) or equivalent college diploma
- A minimum of three years of relevant experience
- Mutual Fund Representative Certificate – Autorité des marchés financiers (AMF)
- Proficiency in 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 and processes
- 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 procedures for convenience products and services, and automated and assisted transactions
- Knowledge of procedures related to account opening, selling additional products and services, and Accord D financing
- Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
- Knowledge of service standards
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 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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