Senior Planning/Budget Analyst at CACI supporting budgeting and program management processes. Requires strong analytical skills and the ability to communicate complex information effectively.
About the role
- Personal Finance Advisor developing and maintaining client relationships while advising on financial strategies. Focusing on member satisfaction and representing the caisse in the community.
Responsibilities
- Developing and maintaining lasting and trusting business relationships with members and clients
- Advising members and clients on the best strategies and helping them choose appropriate solutions
- Managing business relationships and assessing member/client satisfaction
- Staying up-to-date on the financial services industry, market trends and best practices
- Participating in outreach activities and representing 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
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
Leitender IT Finance & HR Verantwortlicher im digitalen Transformations - Team bei Walter. Fokus auf IT - Strategie, SAP Integration und Teamleitung.
DA
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