TAS Manager for Financial Due Diligence in Financial Services sector. Focusing on Mergers and Acquisitions Advisory for corporate and private equity clients.
About the role
- Personal Finance Advisor at Desjardins developing client relationships and advising on financial strategies. Managing satisfaction and service quality, outreach activities, and market knowledge.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Advise members and clients on the best strategies and work with them to 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 in your field
- 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
- Notions of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Policies, legislation and standards related to products and services offered by the caisse
- Techniques used to assess and monitor individual financing applications
- Available for travel within the territory of Caisse Desjardins Des Patriotes
- Available 5 days a week, including one evening of work
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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