Financing Analyst (Business)

Desjardins; Montreal West; On-site; CAD 80,000 - 105,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Job summary

Desjardins in Montreal West invites a financing analyst to contribute to risk management analysis, guidance and financing packages for the non-retail client segment.

You will supervise a designated group of financing analysts, coordinate workflows, analyze complex files, and present recommendations to account managers while ensuring compliance with policies and industry standards.

Qualifications

• Bachelor's degree in a related field
• A minimum of six years of relevant experience
• Knowledge of French is required
• Intermediate knowledge of English due to the nature of duties or work tools or interactions with English-speaking partners, members and/or clients

Responsibilities

• Supervise, coordinate and coach a designated group of financing analysts who analyze and review financing files.
• Help manage workflows and assign resources to the various tasks involved in analyzing financing files. Coordinate activities to ensure operation continuity.
• Analyze financing files and prepare recommendations, describing the financing and follow‑up conditions and the guarantees required.
• Share analysis results and recommendations with account managers and propose additional solutions as necessary.
• Conduct periodic reviews of complex financing files.
• Comply with policies, practices and standards, as well as legislation governing the distribution of financial products and services.

Education

Bachelor's degree in a related field

Job description

As a financing analyst, you contribute to risk management analysis, guidance and prevention operations and activities. You supervise, coordinate and coach analysts who perform financial analysis of moderately to highly complex files for the non-retail client segment. You also make recommendations and draw up financing packages. You serve as a specialist advisor and subject matter expert for financing files, as well as a resource person and coach for decision‑making bodies. You work closely with colleagues and partners involved in financing files. More specifically, you will be required to :

• Supervise, coordinate and coach a designated group of financing analysts who analyze and review financing files.
• Help manage workflows and assign resources to the various tasks involved in analyzing financing files. Coordinate activities to ensure operation continuity. Perform follow-ups and controls as necessary.
• Analyze financing files and prepare recommendations, describing the financing and follow‑up conditions and the guarantees required.
• Share analysis results and recommendations with account managers and propose additional solutions as necessary.
• Conduct periodic reviews of complex financing files.
• Comply with policies, practices and standards, as well as legislation governing the distribution of financial products and services.

Required

As a financing analyst, you contribute to risk management analysis, guidance and prevention operations and activities. You supervise, coordinate and coach analysts who perform financial analysis of moderately to highly complex files for the non-retail client segment. You also make recommendations and draw up financing packages. You serve as a specialist advisor and subject matter expert for financing files, as well as a resource person and coach for decision‑making bodies. You work closely with colleagues and partners involved in financing files. More specifically, you will be required to :

• Supervise, coordinate and coach a designated group of financing analysts who analyze and review financing files.
• Help manage workflows and assign resources to the various tasks involved in analyzing financing files. Coordinate activities to ensure operation continuity. Perform follow-ups and controls as necessary.
• Analyze financing files and prepare recommendations, describing the financing and follow‑up conditions and the guarantees required.
• Share analysis results and recommendations with account managers and propose additional solutions as necessary.
• Conduct periodic reviews of complex financing files.
• Comply with policies, practices and standards, as well as legislation governing the distribution of financial products and services.

What we offer*

• 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
• Benefits apply based on eligibility criteria.

What You Bring To The Table

• Bachelor's degree in a related field
• A minimum of six years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English‑speaking partners, members and/or clients

Action oriented, Business insight, Complexity, Customer Focus, Differences, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Risk management (FG)