Senior Analyst, Finance at FNBO responsible for business planning and financial reporting. Collaborating with teams on budget preparation and financial analysis for various business units.
About the role
- Client financial services agent providing personalized support to members and clients. Collaborating with advisors to deliver services and maintaining business relationships.
Responsibilities
- Work closely with advisors to provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Address members' and clients' immediate needs by offering simple, rapid solutions
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards
- Provide significant business development support
- Assist members and clients by delivering excellent customer service
- Prepare proposals for routine transactions and support the sale of products and services based on client needs
Requirements
- Attestation of Collegial Studies
- Minimum of three years of relevant experience
- Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)
- Proficiency in French required
- Understanding of financial documents used in asset management
- Knowledge of all products and services offered to caisse members
- Experience integrating financial data into systems
- Knowledge of compliance requirements under An Act respecting the distribution of financial products and services
- Familiarity with operating procedures related to investment and financing activities
- Knowledge of service standards
- Availability to work one evening per week until 8:00 p.m.
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined-benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Advisor in investment and financing assisting clients with their investment and financing needs while ensuring quality service and strategic development. Join Desjardins Group, the largest cooperative financial group in North America.
Personal Finance Advisor developing and maintaining client relationships at Caisse populaire Desjardins du Centre - sud gaspésien. Advising clients on financial strategies and managing satisfaction and service quality.
Consultant in Financial Services at KPMG advising financial entities on technology strategy and digital transformations. Focusing on risk management and emerging technologies in a dynamic consulting environment.
Student Assistant role at Inriver helping Finance team with invoicing and bookkeeping tasks. Ideal opportunity for those studying Finance or Accounting in a flexible hybrid working environment.
Tech Lead overseeing data engineering and risk finance reporting solutions for Luminor's banking operations. Leading architectural design while managing cross - functional team collaborations.
Risk Data Modeller developing integrated data architecture for compliance in Finance, Risk, and Compliance areas. Collaborating with stakeholders for regulatory and business needs in SEB's innovative tech environment.
Risk Data Modeller responsible for data architecture within the risk area. Developing integrated data architecture and models to meet regulatory and business needs in Finance, Risk, and Compliance.
Tech Lead for Risk and Finance Reporting at Luminor, focusing on data technologies and solutions. Leading strategies for risk and finance reporting with a strong emphasis on data governance and team mentorship.
Tech Lead for Risk and Finance Reporting at Luminor, shaping data strategy in a hybrid role. Join a dynamic banking environment and drive data democratization and architecture.