FP&A Analyst delivering actionable financial insights and management reporting at a tech - enabled financial platform. Supporting strategic decision - making and improving financial processes for better efficiency.
About the role
- Client Financial Services Agent supporting advisors and providing personalized assistance to clients. Ensuring satisfaction and quality service while fostering business development and relationship management.
Responsibilities
- Handle client requests.
- Perform tasks and conduct research as needed, recommending appropriate solutions.
- Help colleagues manage their calendars and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their expectations.
- Assist members and clients in selecting and maximizing their use of tools and channels based on their desired level of independence and automation.
- Identify business opportunities and participate in sales development initiatives.
Requirements
- Attestation of Collegial Studies (college-level diploma)
- A minimum of three years of relevant experience
- Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of products and services targeted to caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to account openings, the sale of additional products and services, and Accord D financing
- Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented
- Effective communication
- Customer focus
- Respect for differences
- Results driven
- Interpersonal savvy
- Agile learner
- Situational adaptability
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- 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
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