Finance Assistant responsible for payment management, financial document handling, and administrative support. Join Avla's innovative team transforming the insurance market without the bureaucracy.
About the role
- Personal finance advisor working with clients to meet their financial goals. Building trusting relationships and making tailored financial recommendations in a hybrid work arrangement.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Stay up-to-date on the financial services industry, market trends and best practices in your field.
- Participate in outreach activities and represent the caisse in the community.
Requirements
- College diploma 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 current financial, economic, political and legislative events
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
- Knowledge of the integration of financial data into computer systems
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of operating procedures pertaining to investment and financing activities
- Desjardins business processes
- Knowledge of service standards
- Knowledge of the techniques used to assess and monitor individual financing applications
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
No Education Requirement
Location requirements
Senior Finance Analyst providing key financial support for the Boeing Defence UK team. Collaborating with operations - facing finance teams and delivering project accounting support within a finance function.
Financial Analyst overseeing variable compensation plans at Computacenter. Collaborating cross - functionally with Finance, Sales, and HR to ensure accuracy in commission settlements.
Finance Executive managing accounts receivables and customer relationships at Gentoo Media. Ensuring timely collections and accurate financial reporting while fostering customer satisfaction and team collaboration.
Financial Analyst managing financial closing processes and cash flow activities at Teva Pharmaceuticals. Collaborating with internal teams and external stakeholders to ensure compliance and operational efficiency.
Area Director leading Asset Finance sales team in our Midlands, North West and Wales region. Driving new business and developing a sales team to achieve financial goals.
Legal Entity & Securitisation Assistant Finance Manager supporting financial control at Lloyds Banking Group. Emphasizing on problem - solving and process improvement in a hybrid working environment.
IT Assurance Manager managing SOX IT controls for Group Finance Risk. Leading assurance programme with a focus on technology improvements and project delivery.
IT Assurance Assistant Manager focusing on SOX compliance within finance risk at Lloyds Banking Group. Supporting the team in IT risk assessment and improving control environments.
Senior Financial Risk Analyst delivering best - in - class financial and regulatory reporting for Lloyds Banking Group. Shaping insights that drive strategic decisions and create meaningful change for customers.