Financial Analyst providing clarity in trade complexity and managing financial data related to customs duties. Collaborating with finance leaders to enhance financial guidance and compliance.
About the role
- Personal Finance Advisor developing and maintaining client relationships to offer tailored financial advice. Working with individuals and businesses to achieve financial goals with Desjardins.
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 from the Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Available to travel to all service locations across the territory
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 for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Analista Financeiro at FullCommerce Brasil focusing on financial reports and management strategies. Responsible for financial analysis and presenting insights to improve business performance.
Finance Assistant responsible for receivables and billing processes at Transpes logistics company. Engaging in financial tasks while ensuring quality and accuracy in operations.
Senior Director of Finance leading financial strategy for Huda Beauty across Europe. Overseeing finance, demand planning, and supply chain to ensure business profitability and effectiveness.
Analista Financeiro Sênior focusing on financial reconciliation and reporting processes at WEpayments. Ensuring data integrity and generating managerial insights for decision making.
Senior Sales Executive/Solution Architect for Oracle Federal Financials practice supporting growth in the Federal financial management marketplace. Engaging in selling, implementing, and supporting solutions in federal agencies.
Senior Digital Investment Partner leading digital advertising strategies for The Telegraph. Focusing on maximizing digital ad revenues and developing key client relationships.
Digital Investment Partner responsible for maximizing premium digital advertising revenues through Independent Agency contacts. Seeking new business and reporting on trading to drive sales.
Financial Accounting & Controlling Senior Manager at Dialectica overseeing accounting processes across global operations. Leading financial reporting, audits, and compliance while managing a talented team.
Sr. Director overseeing Retail Financial Planning and Inventory Management in Latin America. Setting financial targets through Integrated Business Plan and leading inventory management for the region.