Financial Accountant responsible for month end close, compliance reporting and financial analysis for Australian operations. Collaborating with US teams and ensuring adherence to reporting standards across regions.
About the role
- Clientele and financial services agent providing support to affluent clients. Collaborating with advisors and maintaining relationships to address their financial needs.
Responsibilities
- Providing personalized service and support to affluent and high-net-worth clients
- Maintaining close relationships with members and clients
- Supporting advisors by carrying out transactional or operational activities
- Creating offers for routine financial transactions and sales support based on client needs
- Educating clients on Desjardins's tools and channels to encourage self-sufficiency
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- 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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