Financial Planning and Analysis

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of immediate needs of members and clients by offering simple and rapid solutions in investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Provide significant business development support and seize business opportunities
• Assist members and clients, providing excellent customer service
• Create offers for routine transactions and help sell products and services based on members’ needs and current strategies
• Tailor approach based on members’ and clients’ needs
• Handle client requests, perform tasks and research, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Help members and clients choose and get the most of their tools and channels based on desired independence and automation
• Participate in sales development initiatives

Financial Services Agent, Clientele

Financial and Business Modelling Consultant

Senior Financial Analyst – FP&A

Privacy Non-Financial Risk Specialist – Privacy Tooling

Business Advisor Specialist – Finance, Data Transformation

Chef d’équipe – Solutions aux Conseillers financiers