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.
About the role
- Associate Director managing client relationships and project results in Guidehouse's Commercial Financial Services. Leading teams and ensuring quality deliverables for financial services consulting.
Responsibilities
- As an Associate Director at Guidehouse's Commercial Financial Services practice, you will have responsibility for client management, solution implementation and generation of project results.
- You will own project workstreams and interact with the client daily to ensure engagement success.
- This includes supporting day-to-day operational meetings with client sponsors and consulting leaders.
- You will also prepare and communicate well-organized, effective reports and presentations to client and internal executives.
- You will lead, coach and mentor consultants and ensure quality deliverables.
- We encourage career development and hiring for the long term.
- As an Associate Director, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills.
- As you hone your project management skills, leadership abilities and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Director level.
Requirements
- 7+ years of experience in the banking industry or commercial financial services consulting.
- 7+ years’ experience in one or more of the following areas: Operational risk and/or big bank compliance Banking regulations and compliance.
- Experience with risk and controls current state assessments (including process mapping).
- Bachelor’s degree.
- Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly.
- Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers.
- Ability to travel up to 75% for client engagements as required.
- Proficient in all Microsoft Office products.
- Creative problem-solving ability and a collaborative, consultancy mindset.
- Focus on exceptional quality in all deliverables.
- Managed compliance and risk assessment processes for Globally Systemically Important Banks (G-SIBs), ensuring adherence to international regulatory standards and enhancing the institution's financial stability.
- Proven ability to successfully lead client service delivery teams that deliver the highest quality work.
- Demonstrated positive and productive client relationship skills.
- Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail.
- Experience working on discrete, time sensitive projects.
- Highly motivated, driven, and dynamic attitude towards work and career.
- High-energy, positive, persuasive, and aptitude to lead by example.
- Formal or informal people and/or team leadership experience.
Benefits
- Medical, Rx, Dental & Vision Insurance
- Personal and Family Sick Time & Company Paid Holidays
- Position may be eligible for a discretionary variable incentive bonus
- Parental Leave and Adoption Assistance
- 401(k) Retirement Plan
- Basic Life & Supplemental Life
- Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
- Short-Term & Long-Term Disability
- Student Loan PayDown
- Tuition Reimbursement, Personal Development & Learning Opportunities
- Skills Development & Certifications
- Employee Referral Program
- Corporate Sponsored Events & Community Outreach
- Emergency Back-Up Childcare Program
- Mobility Stipend
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