Financial Accountant managing Income Statement and Balance Sheet at SafetyCulture. Involved in process improvement projects and supporting business growth decisions.
About the role
- Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
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
- Bachelor's degree in a related field
- A minimum of one year 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
- 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
- Debt management
- Notions of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Policies, legislation and standards related to products and services offered by the caisse
- Desjardins business processes
- Service standards
- Techniques used to assess and monitor individual financing applications
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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
IT Lead focused on lifecycle management and technological modernization in financial services. Act as a bridge between business areas and technical teams for critical applications.
Project Finance Analyst at IQVIA supporting multi - country, multi - service projects to maximize profitability and cash flow. Analyzing financials, monitoring compliance reports, and preparing project budgets.
Senior Financial Analyst at CHEP preparing and analyzing financial results with a focus on strategic business improvement. Collaborating cross - functionally to deliver insights for financial decision - making.
Collections Officer managing debtor accounts and supporting overdue collections at Scania Finance Australia. Coordinate asset recovery and resale processes ensuring compliance with company policies.
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.
PESSOA ANALISTA PLANEJAMENTO FINANCEIRO PLENO na YDUQS, com ênfase em análises financeiras e orçamentárias.
Financial Analyst providing financial and commercial input to investment decisions in a genomics technology company. Collaborating with cross - functional teams to influence strategic decision - making and provide revenue analytics support.
Support the Global Financial Controls team in administrative tasks and financial analysis. Collaborate globally while developing Excel and other software skills in a hybrid work model.
FP&A Manager at Demandbase supporting finance functions for GTM teams in a hybrid role. Joining a dynamic finance team in India with a focus on budget management and financial analysis.