Senior Consultant specializing in Microsoft Dynamics 365 Finance & Operations for financial processes and costing. Collaborating with clients and teams to enhance financial operations.
About the role
- Personal Finance Advisor at Caisse Desjardins responsible for client relationship management and recommending financial solutions. Delivering high-quality service while ensuring client satisfaction and business objectives.
Responsibilities
- Develop and maintain lasting, trust-based business relationships with members and clients
- Listen to members’ and clients’ needs and provide appropriate financial advice
- Recommend investment, loan, and insurance products
- Manage business relationships and assess member/client satisfaction
- Stay up to date on the financial services industry and market trends
- Participate in outreach activities and represent the caisse in the community
Requirements
- College diploma in a related field
- Minimum of two years of relevant experience
- Mutual Fund Representative certification — Autorité des marchés financiers (AMF)
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- 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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