Financial Planning Administrator supporting clients and Associate Directors in a privately owned financial planning firm. Ensuring efficient coordination of activities, client meetings, and administrative support.
About the role
- Senior Advisor managing financial performance and budget strategies at Desjardins Group. Advising clients on strategic projects and making recommendations to senior management.
Responsibilities
- Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
- Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
- Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
- Represent your unit before senior management committees and decision-making bodies
- Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations.
Requirements
- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Strategic mindset
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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