Key skills
Risk Management
About this role
Role Overview
- Develop new business with customers composed of individuals and/or business leaders
- Develop and maintain business relationships with members and clients
- Ensure thein-transfer of members' external assets
- Advise members and customers on the best financial strategies
- Develop and maintain sustainable collaborations with account managers and business partners
- Adhere to current policies, practices and standards
- Carry out sound and prudent risk management for the portfolio
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Knowledge of French is required
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