Senior Planning/Budget Analyst supporting CACI's strategic planning and budgeting processes. Requires analytical skills, financial acumen, and the ability to communicate complex information effectively.
About the role
- Wealth Management Assistant at Desjardins assisting in client relationships and securities sales. Focused on business relationships and operational excellence in financial services.
Responsibilities
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
- Help sell securities products and services through various distribution channels.
- Drive results to handle special information requests from clients and promote products.
- Provide administrative assistance in compliance and budget monitoring to branch manager.
- Supervise deposit of client cheques and handle complex operational tasks.
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
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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