Financial Analyst managing a wide range of underwriting tasks including rate analysis and compliance for Delta Dental. Collaborating with various teams to ensure accuracy in underwriting activities.
About the role
- Personal Finance Advisor managing client relationships and providing tailored financial advice in Canada. Advising on investments, loans, and insurance products while ensuring client satisfaction and financial goals.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Advise members and clients on the best strategies and work with them to identify desired 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 credit union 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
- Familiarity with current financial, economic, political and legislative developments
- Understanding of the philosophy and fundamentals of financial services cooperatives
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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