Financial Analyst focused on driving operational excellence and financial insights at IFF. Contributing to financial data analysis, cost improvements, and collaboration with cross - functional teams.
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
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