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BelkinFinancial Analyst
Financial Analyst driving financial performance and operational excellence at Belkin. Collaborating with teams to provide strategic financial insights and manage various financial processes.
About the role
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer advice matching their financial situation
- Help members/clients choose appropriate solutions to meet financial goals
- Work closely with a client base consisting mainly of individual members and businesses
- Recommend investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability and sound risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on strategies and identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year 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 products and services offered to caisse members and by Desjardins networks and competitors
- Skills: Action oriented; Customer Focus; Differences; Drive results; Interpersonal Savvy; Nimble learning
- Other combinations of qualifications and relevant experience may be considered
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses
- Reimbursement/allowance for telework equipment
- Benefits apply based on eligibility criteria
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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