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
Assistenz im Bereich Finanzen und allgemeine Verwaltung. Unterstützung der Finanzabteilung und klassische Buchhaltungsaufgaben in Sarstedt, Deutschland.
Enterprise Architect responsible for Finance Systems strategy and architecture in LSEG's multi - year transformation. Leading initiatives to enhance finance platforms and ensure adherence to enterprise architecture standards.
CFO leading financial planning and performance for GEICO's Agency, Commercial & Specialty Divisions. Collaborating with executives and mentoring finance teams to drive strategic initiatives.
Vice President of Finance overseeing financial planning and analysis for The Health Management Academy. Conducts data - intensive analyses and reports to Board of Directors and senior leadership.
Group Financial Reporting Accountant preparing Group's financial statements under IFRS and FRS 102 for MAG. Providing technical expertise and supporting finance training within the organization.
Finance Lead managing financial control processes for the Americas at Envalior. Leading change management and ensuring compliance with regulatory frameworks and corporate goals.
Finance Specialist supporting Finance & Operational Excellence Department at Lundbeck Italy. Ensuring accuracy in financial operations, audits, and compliance through detailed documentation management.
Finance Business Partnering Manager at Farfetch driving financial performance and collaborating with senior leaders to link finance to strategy in the luxury fashion industry.
Associate Manager Finance coordinating financial statements and accounting practices for Shure Europe. Responsible for managing audits and liaising with external authorities and teams for financial compliance.