Revenue Financial Analyst at Hearst Newspapers providing insights across publications. Collaborating with teams to streamline processes and enhance financial reporting in a dynamic environment.
About the role
- Personal Finance Advisor developing trusting business relationships with clients and advising on financial strategies. Recommending investments, loans and insurance products to meet financial goals.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of debt management principles
- Familiarity with legal compliance requirements for the distribution of financial products and services
- Understanding of the philosophy and operation of financial services cooperatives
- Knowledge of policies, legislation and standards related to caisse products and services
- Knowledge of the Desjardins business process and service standards
- Understanding of the techniques to assess and follow up on a personal financing application
- Available for travel in the different service points
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
Financial Adviser at Old Mutual defining unique career paths. Helping clients achieve financial freedom with exceptional financial advice.
Financial Advisor provides advice on a range of financial products and ensures quality customer service in South Africa. Responsibilities include sales opportunities creation and operational compliance.
Commissioned Financial Adviser providing financial advice to customers and identifying their financial needs. Championing customers' financial goals through customized financial plans and solutions.
Finance Intern at Wealth Enhancement assisting in financial data analysis, budgeting, and reporting. Gain exposure to FP&A, Treasury, and M&A Finance functions.
Finance Manager for Fanatics Markets providing strategic financial analysis and performance reporting. Collaborating with various departments to align financial objectives with business goals.
Financial Analyst supporting budgeting, forecasting, and analysis across Marketing, G&A, and Capital expenditures at Fanatics. Critical role in financial management and informed decision making.
Experienced Associate analyzing financial models and providing valuation services for mergers and acquisitions at PwC. Collaborating with cross - functional teams to deliver quality insights and navigating complex transactions.
Finance and General Accounting Advisor managing financial accounts and budget processes at Desjardins. Analyzing risks, performing audits, and providing recommendations for improving financial performance.
FP&A Analyst responsible for financial data analysis, reporting, and budget tracking. Collaborating with management to provide critical information and support financial initiatives.