Director of Financial Reporting & Allocation Strategy leading financial allocation for global reinsurance company. Ensuring accuracy and compliance, driving process simplification across management and legal entities.
About the role
- Wealth Management Assistant serving and developing business relationships with clients in Canada. Assisting in selling securities products and maintaining client satisfaction with operational support.
Responsibilities
- Serve, prospect for, solicit, develop, and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs
- Respond to and manage special information requests from clients
- Promote and sell specialized products and services in line with the unit’s business objectives and strategies
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offerings
- Support current and potential members and clients, represent the organization, and assist in negotiating agreements with clients
- Provide administrative support in compliance, budget monitoring, and management of administrative staff
- Serve as a resource for employees regarding policies and procedures
- Coordinate with support services to resolve routine operational issues
- Supervise deposit processing for client cheques and handle related operational tasks
- Assist in recruiting and hiring administrative staff for branches
Requirements
- Attestation of Collegial Studies or equivalent college diploma
- Minimum of three years of relevant experience
- Mutual Fund Representative certificate – Autorité des marchés financiers (AMF)
- Proficiency in French is required
- Action oriented
- Customer focus
- Values diversity
- Drive for results
- Interpersonal savvy
- Agile learner
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation beginning in the first year
- Defined-benefit pension plan that provides 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
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