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 developing and maintaining client relationships for Desjardins Group. Advising clients on financial solutions and ensuring member satisfaction through effective service.
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 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 – Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
- Debt management
- Understanding of compliance requirements for the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Familiarity with Desjardins business processes
- Service standards
- Techniques used to assess and monitor 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
Personal Finance Advisor developing financial strategies for clients at Desjardins. Building lasting relationships and providing tailored financial solutions to members and clients.
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