Senior Analyst, Finance at FNBO responsible for business planning and financial reporting. Collaborating with teams on budget preparation and financial analysis for various business units.
About the role
- Personal Finance Advisor developing and maintaining client relationships at Caisse populaire Desjardins du Centre-sud gaspésien. Advising clients on financial strategies and managing satisfaction and service quality.
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
- At least one year of relevant experience
- Mutual Fund Representative Certificate – Autorité des marchés financiers (AMF)
- French language proficiency required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation beginning in the first year
- Defined benefit pension plan providing predictable, stable income throughout 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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