Support the Global Financial Controls team in administrative tasks and financial analysis. Collaborate globally while developing Excel and other software skills in a hybrid work model.
About the role
- Personal Finance Advisor at Caisse Desjardins de Rouville managing client relationships and advising on financial strategies. Focus on member satisfaction and integrated financial solutions within the cooperative.
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 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 (AMF)
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Familiarity with policies, legislation and standards related to products and services offered by the caisse and with Desjardins business processes
- Service standards
- Techniques for assessing and monitoring individual financing applications
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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