Finance Intern supporting daily and monthly account reconciliations and month - end close processes at Credit Union. Collaborating with supervisor on various departmental tasks and contributing to workflow efficiency.
About the role
- Financial Planner developing and maintaining personalized business relationships with clients at Desjardins Group. Advising on financial strategies to achieve customer goals in a hybrid work environment.
Responsibilities
- Developing and maintaining personalized business relationships with members and customers
- Advising members and customers on financial strategies
- Developing new business with customers
- Ensuring the transfer of members' external assets
- Collaborating with account managers and business partners
- Developing strategies to enhance Desjardins Group's reputation
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- 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 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
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