Provide executive leadership to Finance Technology for Navy Federal Credit Union. Develop strategic plans and oversee Finance Technology product lifecycle operations.
About the role
- Provide personalized financial services support to members and advisors at Desjardins. Handle client requests and participate in sales development.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Take charge of immediate needs of members and clients by offering simple and rapid solutions in investment, financing and protection
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Provide significant business development support and seize business opportunities
- Assist members and clients, providing excellent customer service
- Create offers for routine transactions and help sell products and services based on members’ needs and current strategies
- Tailor approach based on members’ and clients’ needs
- Handle client requests, perform tasks and research, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Help members and clients choose and get the most of their tools and channels based on desired independence and automation
- Participate in sales development initiatives
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at 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 opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
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
- Telework equipment reimbursement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance Manager providing financial planning and analysis to LATAM Go - To - Market Organization at Salesforce. Managing forecasting processes and cross - functional relationships for optimal business performance.
Finance Business Partner responsible for financial planning and performance analysis for Brambles’ Data & Analytics function. Collaborating closely with senior leaders to provide strategic financial insights and support digital transformation efforts.
Senior Finance Manager providing strategic financial insights for PDS LATAM business. Leading financial planning and analysis while driving revenue growth and margin expansion.
Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
Financial Services Administrator handling pension transfers and customer queries at interactive investor, a leading investment platform in the UK.
Senior Financial Accountant at KIKO Milano responsible for accounting processes and team management in a dynamic retail environment. Join an innovative cosmetics brand during its expansion phase.
Sales leader specializing in closing client opportunities for Mastercard's Test & Learn platform. Involves developing strategies, securing deals, and collaborating with teams.
Director of Specialist Sales for the Test & Learn platform in financial institutions at Mastercard. Collaborate with clients to enhance sales through actionable insights from predictive analytics.
Director in financial services consulting delivering engagements and building high - performing teams. Leverage experience in financial services to solve client problems at the intersection of commercial and public sectors.