Senior Tax Manager for Top 20 CPA firm focusing on client opportunities and local market growth. Join Aprio's dynamic Tax team for professional advancement and collaboration.
About the role
- Financial Services Associate developing strategies and providing financial advice to high-net-worth clients. Collaborating with wealth managers and supporting business growth in banking solutions.
Responsibilities
- Help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members
- Develop personalized strategies and offer banking products and services
- Serve as a debt management and financing expert advisor
- Offer financial services and provide advice on savings, investments and everyday financial transactions
- Work closely with the wealth manager and the business centre manager, serving as a partner and supporting business relationships with clients
- Identify current and potential needs, with a focus on growing the wealth of members and clients
- Analyze, answer, handle and follow up on member/client queries about banking services
- Stay on top of the latest standards, products and services in your field
- Negotiate credit conditions in accordance with risk management and profitability standards
Requirements
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of financial, economic, political and legislative events
- Knowledge individual markets, business leaders, and the caisse’s external environment (e.g., clientele, market and competition)
- Knowledge of tax and financial issues for individuals and business owners
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and Desjardins distribution networks, and those offered by the competition
- Knowledge of the philosophy and fundamentals of a financial services cooperative
- Knowledge of policies, legislation and standards as they relate to caisse products and services
- Knowledge of Desjardins business processes
- Knowledge of Service standards
- Knowledge of Debt management
- Knowledge assessment and follow-up techniques applicable to financing requests
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
Cyber Client Service Technician serving as the primary GEHC Services face for device cybersecurity. Responsible for ensuring customer satisfaction through service excellence.
Hands - on technical leader overseeing clinical medical devices' cybersecurity services. Leads Cyber Client Service Technicians while ensuring compliance and service excellence.
Tactical Coordinator managing daily flight operations for VistaJet. Overseeing client needs and coordination among internal teams while ensuring high service quality.
Tactical Coordinator overseeing all flights for clients at VistaJet. Requires problem solving and communication in a fast - paced environment at Malta International Airport.
Client Services Executive role supporting legal advisors in a hybrid setting with a focus on client service and organization duties.
Providing proactive support to legal advisors in a temporary role within Client Services team. Collaborating closely with colleagues and assisting with various administrative tasks.
Motor Vehicle Direct Client Service Specialist I working in a fast - paced environment for the Vermont Department of Transportation. Responsibilities include managing customer service for high volume mail and paperwork.
Client Service Associate managing custodian interactions and paperwork processing in financial services. Involves scheduling meetings, preparing reports, and maintaining CRM with client communications.
Client Services Manager driving client retention and revenue growth across high - priority accounts for a global digital media platform. Collaborating with various teams to optimize digital advertising solutions.