FP&A Senior Associate at Revantage UK focusing on financial modeling, forecasting, and strategic business partnering. Engaging with senior management and stakeholders to drive informed decision - making.
About the role
- Wealth Management Assistant responsible for developing business relationships with clients and selling financial products. Supporting daily operations and managing administrative tasks in a hybrid work environment.
Responsibilities
- Serve, prospect for, solicit, and develop business relationships with members and clients
- Sell securities products and services across various distribution channels
- Analyze member/client needs and develop and implement tailored solutions
- Proactively assist in recruiting and hiring administrative staff for your branch or branches
Requirements
- Attestation of Collegial Studies (AEC)
- Minimum of three years of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in French required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in year one
- 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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