Financial Planning and Analysis

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
• Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff
• Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
• Work with support services to resolve everyday operational issues in the branch or branches
• Supervise the deposit of client cheques and handle complex operational tasks
• Proactively help recruit and hire administrative staff for your branch or branches
• Handle logistics when employees start or leave

Financial Services Assistant

Advisor, Financial Performance and Budget

Financial Analyst, Temporary

Senior Advisor, Financial Performance, Budget

Financial Performance and Budget Analyst