Financial Planning and Analysis

• Develop and maintain lasting and trusting business relationships with members and clients
• Advise members and clients on the best strategies and work with them to identify expected results
• 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
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor – Assigned Clientele

• Assist with day-to-day support for the Oracle Procurement module, helping internal users navigate the system and resolve basic issues.
• Participate in identifying system-related process gaps and support training or documentation to close those gaps.
• Contribute to creating and updating internal playbooks and user guides to reflect the new workflows and procurement practices.
• Assist with preparing or executing the final phase before go-live for procurement-related enhancements.
• Help document procurement procedures related to requisitions, supplier onboarding, and contract compliance within Oracle.
• Support efforts to map and document procurement workflows, ensuring alignment with policies and procedures.
• Assist in the setup of dashboards or reporting templates that help the team track progress and compliance.
• Collaborate on initiatives that improve intake and documentation processes (e.g., upload/download steps or off-system workarounds).
• Liaise with internal teams (e.g., Legal, Finance, Risk, Operations) to collect inputs or support adoption of new procurement processes.
• Participate in meetings and working sessions to gather feedback and flag system or process issues.
• Help identify and log opportunities for process improvements or system enhancements.

Procurement Specialist, Oracle Fusion Cloud SCM Focus, Finance, English Services

• Support the financial management, reporting, and compliance of SLC’s Management Equity Plan (MEP)
• Collaborate with HR business partners and external vendors to design, develop, implement an integrated MEP administration tool
• Partner with internal stakeholders and external advisors to assess and manage accounting implications of MEP
• Collaborate with Finance and technology teams to design and deliver optimized processes for quarterly MEP reporting and participant wire execution
• Establish and maintain robust governance and financial controls
• Manage the financial aspects of MEP, including fair value and distribution calculations
• Design executive-ready presentations clearly articulating findings and strategic recommendations

Senior Associate, Management Equity Finance

• Responsible for the updating, revising and production of quarterly client presentations requiring mastery of both PowerPoint & Excel
• Work in concert with Product, Marketing and Sales to organize the delivery of value-added services to platform managers, portfolio advisory groups and fund research teams
• Respond to ad-hoc requests for information from head office partners
• Execute the manager research and due diligence process to maintain existing business and win new partnership opportunities
• Creation and curating of internal documents to store relevant fund information
• Complete questionnaires for the national account client base
• Gather information from internal sources to provide timely and accurate responses
• Evaluate, develop and deploy improvements to the reporting process
• Build and manage internal infrastructure and systems to bolster targeted client service delivery models
• Promote efficiencies by contributing to the continuous improvement of processes and procedures

Associate Product Manager – Investments

• support the internal stakeholders in developing and maintaining product positioning, pitchbooks, and sales tools
• own and drive product management strategies end-to-end, ensuring advisors and clients have clear, compelling, and actionable materials that support asset growth and retention
• create portfolio manager decks, custom presentations, and other collateral to support business goals
• conduct research for competitive intelligence for key competitors and analyze industry trends to provide timely insights
• support marketing team to create marketing contents as well as developing contents for new initiatives or new product launch
• independently lead and project-manage key strategic initiatives across new initiatives and new product launch workstreams, coordinating across Product, Sales, Marketing, Legal/Compliance, and Investment Management
• proactively identify opportunities to enhance the product suite, improve existing processes, and propose new initiatives based on market intelligence and internal needs — without requiring direction
• own the monthly product report card process and all recurring deliverables, continuously improving quality and identifying opportunities to enhance their strategic value
• ensure all client-facing materials are accurate, up-to-date, and consistent
• support data inputs, validation, and distribution across third-party databases
• align external data with internal records and strategy
• serve as an independent and credible voice of the client and advisor in internal discussions, shaping product strategy and prioritization with conviction
• build deep understanding of our investment philosophy, process, and performance drivers
• analyze and communicate performance and attribution trends clearly
• lead cross-functional coordination across the firm — managing stakeholder expectations, resolving competing priorities, and driving timely execution independently
• mentor junior team members

Product Manager – Investments

• Accounting and reporting of loan assets for institutional investors including creating a daily movement file that includes accrued interest calculations and producing fund trial balances on daily and monthly basis
• Perform control checks such as detailed valuation and trial balance analysis for the pooled funds to ensure accurate Net Asset Values are sent to Fund Administrator
• Complete regular financial reporting to internal business partners
• Perform updates of queries and reports to the new SAP General Ledger as required
• Partner with Robotic team to identify opportunities and recommend solutions to maximize efficiency and implement improvements as necessary

Student, Financial Analyst

• Advise members and clients on the best strategies and work with them to identify expected results
• 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

Personal Finance Advisor

• Help prepare, analyze, disclose and monitor financial statements
• Lead development projects and strategic initiatives that are complex and innovative
• Advise clients and partners on strategic projects involving financial, regulatory, tax and accounting reporting
• Develop and update policies and standards to support strategic projects
• Identify and analyze major issues; make recommendations
• Prepare reports and documents; implement and monitor quality control measures
• Represent Desjardins’s position in agreements with external partners

Senior Advisor, Financial Disclosure

• Developing and maintaining lasting and trusting business relationships with members and clients
• Listening to members’ and clients’ needs, offering them advice that fits their financial situation
• Helping clients choose appropriate solutions to meet their financial goals
• Providing financing solutions for affluent individuals and businesses
• Recommending loans and insurance products
• Acting as a financing expert advisor and resource person
• Ensuring cross-sector strategies are applied to financing
• Authorizing credit in accordance with established rules
• Balancing member/client satisfaction, business objectives, profitability and sound risk management
• Working with various partners and experts to design integrated strategies that meet the needs of members and clients

Personal Finance Advisor, Assigned Clientele

• Attend to members’ investment and financing needs while ensuring quality service
• Develop strategies and offer investment, financing and insurance products
• Manage business relationships and assess member/client satisfaction
• Identify areas for improvement based on follow-up

Investment and Financing Advisor

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection
• Draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality
• Provide significant business development support
• Assist members and clients, providing excellent customer service
• Create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices
• Tailor your approach based on members’ and clients’ needs
• Handle client requests
• Perform tasks and research as needed, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

• Own company-wide financial planning, forecasting, and performance tracking, including SaaS metrics and operating models
• Partner with leadership to guide investment decisions, pricing strategy, and growth planning
• Deliver clear, actionable financial insights to executives, board members, and investors
• Support strategic finance work including scenario planning and executive-level analysis.
• Oversee and continuously improve the month-end close process, ensuring accurate and timely reporting across P&L, balance sheet, and cash flow
• Maintain high-quality financial reporting and variance analysis to support decision-making
• Step into hands-on accounting work where needed, ensuring no gaps in execution as the team scales
• Own all core accounting operations, including AP/AR, payroll, treasury, and general ledger management
• Lead audits, tax filings, and compliance across jurisdictions, including SR&ED and international subsidiaries
• Manage equity administration (e.g., Carta), ensuring accurate cap table and regulatory compliance
• Strengthen internal controls and financial processes to safeguard company assets and support scale
• Oversee vendor relationships, banking, insurance programs, and external partners (auditors, consultants)
• Build and evolve systems, tooling, and workflows to improve accuracy, efficiency, and visibility
• Oversee the stock option/equity program and management of the cap table.
• Use Agentic AI to automate key processes such as: accounts receivable, month-end close, and financial package preparation
• Lead and mentor the finance and accounting team, setting a high bar for accountability and performance
• Foster a culture of ownership, continuous improvement, and cross-functional collaboration

VP, Finance – Accounting

• Development and maintenance of a sophisticated Business Intelligence infrastructure and database for better analysis and timely reporting
• Familiar with industry data warehouse and business intelligence trends and best practices.
• Research and develop technology strategies to enhance business efficiencies
• Interface with business users, including but not limited to analytics and reporting functions, to understand data needs
• Integrate data from various source systems, by writing customized queries and jobs to be used in development of Business Intelligence, reporting solutions and business insights.
• Build data structures that allows efficient storage of information in a format that is easily understood
• Work with TS and business partners to identify and triage platform issues and drive to resolution
• Support business deliverables for the deployment and change management of the platform, including providing input on project artifacts (ideation, business case, BRD, SRS, etc.)
• Implement standards, processes, and procedures aligned to Enterprise Data Strategy, ensure data quality and metadata requirements are embedded in/adhered to within system development deliverables
• Explore new data sources and understand the context of the data as it pertains to the business; work with the LOB data governance team and Technology Solutions partners to onboard new data
• Responsible for Data Quality management work and Metadata management

Senior Business Management Analyst

• Lead the annual budgeting process; manage quarterly forecasting cycles; develop long-range financial plans.
• Own monthly, quarterly, and annual performance reporting; deliver variance analysis vs. budget and prior year.
• Provide actionable insights to CFO and CEO; support board materials and executive and Private Equity reporting.
• Support post-acquisition performance tracking.
• Partner with Regional Operations leaders to drive performance improvements and cost optimization.
• Build scalable FP&A processes, implement automation, and enhance reporting frameworks.
• Develop KPIs, dashboards, and performance scorecards across the business.
• Support capital planning, Capex evaluation, and investment analysis.
• Provide cash flow forecasting and working capital insights.
• Lead and develop FP&A team capabilities and performance.
• Ensure governance, consistency, and integrity of financial processes.
• Provide leadership to a team of direct reports. The team will grow as the organization grows.

Director, Financial Planning – Analysis

• Serve as a trusted resource and highly regarded technical expert on financial, risk management and compliance matters to both the CEO and Board
• Lead the finance team on a day-to-day basis, recognized as a trusted and approachable expert and exemplifying BCPF’s culture
• Establish and maintain efficient and effective processes, systems and finance team structure that keep pace with the needs of BCPF
• Review and enhance processes for charitable compliance across fund accounting, earned revenue, and other regulatory areas; train and support the finance team to build capability and ensure adherence to best practices
• Drive the ongoing automation and optimization of financial processes, maximizing the capability of BCPF’s Acumatica ERP system to improve efficiency, accuracy and scalability
• Partner with the CEO and executive team to develop an annual budget that supports the strategic and operational objectives of BCPF
• Present the budget to the F&A Committee and Board and obtain approval; monitor compliance with course correction as necessary
• Deliver accurate, timely financial reporting for all internal and external stakeholders including financial statements, board reporting, grantor/funder reporting, budget vs. actual analysis, forecasts, liquidity planning, deferred revenue, program reporting, and investment performance
• Ensure all audits, tax returns, statutory compliance filings and other requirements are fulfilled on time and in line with Canadian regulations, with appropriate financial controls in place
• Assess organizational risk and put in place controls to mitigate residual risk to acceptable levels; liaise with the Operations team on commercial insurances
• Maintain necessary records evidencing existence and ownership of BCPF assets and manage processes to assure the security of digital and physical assets
• Work with the Investment Committee to manage the financial assets of BCPF, including tracking investment performance and providing analysis to the CEO, Investment Committee and Board.

VP, Finance – Mat Leave Coverage

• Provide administrative and client support to Financial Advisors to help high value clients
• Create strong working relationships while making a difference in clients' financial success
• Be flexible to work at multiple banking centres within a reasonable travel distance
• Leverage knowledge of financial products to answer client questions

Financial Services Associate, Business Banking – Bilingual

• Support all deal negotiations with Retail partners through financial analysis, scenario planning, and creation of cash flow and P&L financials
• Maintain proper due diligence and corporate governance pertaining to contract compliance and deal negotiations
• Assist Sales through internal approval process and review proposed contract language to ensure commercial, legal, and regulatory compliance
• Create presentation materials for Executive audiences that are clean, polished, and succinct
• Prepare ad-hoc financial models to help assist senior management in more informed decision-making
• Size strategic growth initiatives and prioritize against portfolio of alternative options
• Present to executive leadership team with ability to unpack complex concepts in simplified and easier to understand ways. Craft the message based upon the intended audience

Finance Specialist

• Lead digital enablement for the Finance function
• Define and execute Global Finance Data strategy
• Partner with Technology and Finance Executive Leadership
• Act as a thought leader for Finance in harnessing emerging technologies
• Oversee the portfolio of Global Finance optimization initiatives

VP, Finance Data – Digital Enablement

• Understand the financial needs of Members and provide appropriate advice and recommendations
• Offer large or complex credit and investment advice
• Identify and promote opportunities for Meridian products and services
• Manage Member portfolios to build and develop relationships
• Proactively engage in revenue generating and sales-based activities
• Foster and deepen Member relationships and refer business to other channels
• Serve Members with excellence and understand how Meridian’s products and services can add value
• Provide investment advice by identifying solutions that meet Member needs
• Open new Member accounts and hold or obtain Mutual fund accreditation
• Collaborate with internal teams to ensure value added delivery of Member centric products/solutions
• Champion and implement corporate strategies and programs for the Contact Centre
• Maintain discretion and confidentiality to respect Members privacy.

Financial Services Associate – Contact Centre

• Understand the financial needs of our Members and provide appropriate advice and recommendations
• Complete front line transactional services to support our Members day-to-day banking
• Grow by fulfilling advisory sales role such as opening new accounts, offering credit, deposit, and identifying opportunities for wealth referrals
• Positioning Meridian’s products and services to add value to our Members' financial well-being
• Collaborate with internal business partners across various teams to ensure value-added delivery of member-centric products/solutions

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