Team Lead developing the Investment Risk Platform for Fidelity Asset Management. Leading design, building, and scaling risk management systems while driving innovation in investment technologies.
About the role
- Personal Finance Advisor developing and maintaining relationships with clients to achieve financial goals. Advising on investments, loans, and insurance products in a hybrid work environment.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals
- Drive results by recommending investments, loans and insurance products
- 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
- Knowledge of current financial, economic, political and legislative events
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Debt management
- Notions of compliance with legislation respecting the distribution of financial products and services
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
Finance Manager guiding the financial strategy across LATAM markets for Industrial Scientific. Leading operations, compliance, and team development from the Brazil HQ in Indaiatuba.
Senior Financial Analyst at Waste Management analyzing financial data and providing insights for decision - making. Involves project development, budgeting, and communication with senior management.
Senior Investment Development Manager driving profitable opportunities for Standard Life Group across the North of England. Engaging with financial advisers and stakeholders to boost investment propositions.
Grants Manager overseeing the grants function to ensure compliance and manage funds for city projects. Collaborating with departments to secure grant funding opportunities aligned with city goals.
Senior Financial Analyst role providing financial insights and analytics to support manufacturing operations at S&C Electric Canada. Blending FP&A, analytics, and cost analysis for operational decision - making.
Responsible Investment Consultant with expertise in ESG factors. Supporting portfolio management teams and representing Beneva at external events.
Senior Financial Accountant managing financial control and compliance within high - growth FinTech. Fostering teamwork and providing strategic financial insights to support growth.
SEC Financial Reporting Accountant handling financial reporting for SEC filings. Collaborating with stakeholders on quarterly and annual documents while ensuring regulatory compliance.
Vice President driving new revenue growth and profitability across Ascensus technology platform. Focusing on investment solutions and asset manager partnerships while leading collaborative strategies for growth.