Product Manager leading complex monetization billing automation and financial reporting infrastructure for Netflix's ad business. Collaborating with cross - functional teams to enhance billing and finance functionalities.
About the role
- Clientele and financial services agent providing specialized support for affluent clients at Desjardins. Maintaining relationships, managing financial transactions, and offering personalized advice to meet client needs.
Responsibilities
- Provide personalized service and support to affluent and high-net-worth clients
- Collaborate with advisors to identify and address clients' financial services needs
- Maintain strong, long-term relationships with clients
- Provide financial and transactional support
- Prepare proposals for routine financial transactions and offer sales support
- Recommend personalized solutions to foster business development
- Manage client files, open accounts, and follow up on client requests
- Inform clients about digital solutions and enable them to use Desjardins' digital services
Requirements
- College diploma (Attestation of Collegial Studies)
- Minimum of three years of relevant experience
- Mutual Fund Representative certification — Autorité des marchés financiers (AMF)
- Fluency in French required
- Knowledge of financial documents used in wealth management
- Familiarity with Desjardins products and services and competitor offerings
- Experience integrating financial data into systems
- Knowledge of regulations governing the distribution of financial products and services
- Knowledge of financing and investment procedures
- Knowledge of account-opening procedures
- Action oriented
- Effective communication skills
- Customer focus
- Values diversity
- Interpersonal savvy
- Quick, adaptable learning
- Situational adaptability
Benefits
- Flexible work arrangements
- Health insurance
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Lead FP&A Analyst role focused on financial planning and reporting for GE Gas Power. Collaborating cross - functionally to support the Contractual Services FP&A organization in financial analysis and reporting.
FP&A Analyst supporting financial performance across Onafriq's multinational network. Engaging with senior leaders and contributing to key financial analyses and presentations.
Financial Manager responsible for overseeing financial management and reporting at Handicap International Luxembourg. Ensuring compliance with local standards and contributing to organizational missions.
Specialist in Commercial Finance interpreting contracts and managing forecasts for a global payroll leader. Overseeing budgeting processes and providing financial analysis in a hybrid role.
Senior FP&A Analyst supporting the ANZ MedTech business at Johnson & Johnson. Leading finance planning, analytics, and reporting for the organization while ensuring service delivery.
Junior Finance Executive overseeing accounts payable processes within a digital asset firm. Involved in vendor management, reconciliations, and compliance tasks to ensure smooth financial operations.
Senior Financial Analyst supporting Hospitality Business Unit in financial reporting and analysis. Collaborating with corporate finance and product teams for effective financial decision - making.
Account Manager managing and growing relationships with partner banks in the home loan sector. Serving as the primary liaison for operational alignment and partnership performance.
Senior Associate supporting Finance team by performing advanced accounting tasks and ensuring accurate financial reporting. Collaborating across global teams at a leading CPA firm.