Head of Finance Operations responsible for integrating acquired entities and standardising accounting processes at environmental consultancy. Leading finance initiatives while collaborating with senior leadership in a dynamic environment.
About the role
- Personal Finance Advisor assisting clients in developing financial strategies. Building lasting relationships and providing tailored advice for optimal financial solutions.
Responsibilities
- Advise members and clients on optimal financial strategies and collaborate with them to identify desired outcomes
- Manage business relationships, monitor member/client satisfaction and service quality, conduct follow-ups and identify areas for improvement
- Stay current with the financial services industry, market trends and best practices
- Participate in outreach activities and represent the credit union in the community
Requirements
- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in French required
- Awareness of current financial, economic, political, and legislative developments
- Understanding of the philosophy and fundamentals of financial services cooperatives (credit unions)
- Familiarity with compliance requirements related to the distribution of financial products and services
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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