Integration Finance Manager leading transaction accounting and financial integration for Azuria Water Solutions. Collaborating cross - functionally to ensure effective integration of acquired entities.
About the role
- Personal Finance Advisor developing and maintaining client relationships for financial solutions at Caisse Desjardins. Advising clients on financial strategies and managing business relationships.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
- 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 area
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers (AMF)
- Proficiency in French required
- Competencies: Action-oriented, Customer-focused, Embraces differences, Results-driven, Interpersonal savvy, Quick learner
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income in retirement
- 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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