CFO leading financial operations in a multi - site manufacturing organization with $100M+ revenue. Driving growth, profitability, and strategic initiatives amidst 50% travel requirement.
About the role
- Client Financial Services Agent working in hybrid arrangement, providing personalized support and services to members and clients with sound financial advice and solutions.
Responsibilities
- Handle client requests.
- Perform tasks and research as needed, and recommend appropriate solutions.
- Help colleagues manage 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 get the most out of their tools and channels based on their desired level of independence and automation.
- Identify business opportunities and participate in sales development initiatives.
Requirements
- Attestation of Collegial Studies (DEC) or equivalent 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 targeted to 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 account openings and the sale of additional products and services
- Knowledge of Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Available to work five days a week, including one evening per week
- Effective communicator, interpersonal savvy, situational adaptability
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income in 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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