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 financial strategies for clients at Desjardins. Building lasting relationships and providing tailored financial solutions to members and clients.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions
- Work closely with a client base consisting of young people and individual members
- Drive results by recommending investments, loans and insurance products
- Serve as a financing expert advisor and resource person for the caisse
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with various partners and experts to design integrated strategies that meet the needs of members and clients
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- 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
- Knowledge of the integration of financial data into computer systems
- Knowledge of debt management
- Knowledge of compliance with legislation respecting 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
- Knowledge of operating procedures pertaining to investment and financing activities
- Knowledge of service standards
- Knowledge of the 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 and maintaining client relationships for Desjardins Group. Advising clients on financial solutions and ensuring member satisfaction through effective service.
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