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Financial Service Assistant Jobs in Quebec (NOW HIRING)

Circle K

Assistant-Gerant

Quebec, QC

... financiers); Entretenir des relations durables avec les clients et les representants; Offrir un excellent service a la clientele en accueillant chaque client et en leur offrant un produit adapte a ...

Td

Financial Planner - Gaspe

Gaspe, QC · On-site

CA$70/hr

If so, then apply for the position of Financial Planner today to assist clients in meeting their ... Monitor service, productivity and assess efficiency and implement continuous improvements * Be ...

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Financial Service Assistant information

What do you do as a financial service assistant?

A financial service assistant supports clients by providing information about banking products, processing transactions, and assisting with account management. They often handle customer inquiries, perform administrative tasks, and use banking software to ensure accurate service delivery. Strong communication skills and knowledge of financial procedures are essential for this role.

What is a financial service assistant?

A financial service assistant supports financial professionals by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and need good communication skills to assist with banking, investment, or insurance services. This role typically requires attention to detail and knowledge of financial products.

What is the work of a financial service assistant?

A financial service assistant supports financial advisors or banking staff by handling client inquiries, processing transactions, maintaining records, and preparing financial documents. They often use banking software and must have good customer service skills to assist clients effectively.

What are the most commonly searched types of Financial Service jobs in Quebec?

The most popular types of Financial Service jobs in Quebec are:

What cities in Quebec are hiring for Financial Service Assistant jobs?

Cities in Quebec with the most Financial Service Assistant job openings:

Financial Service Assistant jobs near you

Transaction Services Senior Manager - Financial Services, (Bilingual FR/EN)

Montreal, QC • On-site

PwC
Finance and Insurance • 10K+ employees
Learn more about PwCexternal

CA$112K - CA$162K/yr

Full-time

Re-posted 14 days ago

PwC rating

8.3

Company rating: 8.3 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

Job description

Line of Service

Advisory

Industry/Sector

FS X-Sector

Specialism

Financial Due Diligence

Management Level

Senior Manager

Job Description & Summary

A career in our Financial Services ("FS") Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world's leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company.
Our team assist organisations with both buy side and sell side due diligence. As part of our team, you'll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and strategic assumptions being made.
Our team specializes in the Financial Services sector, performing due diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you'll have the opportunity to help our clients through the different stages of the M&A process.

The Opportunity

As aTransaction Services Senior Manager - Financial Services (Bilingual FR/EN) ,unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:

Leadership and project management:

  • Demonstrate strong leadership skills by managing the entire process along the deal continuum and driving collaboration across all lines of service (Tax, HR, IT, etc.) and with other network firms.

Transaction Services advisory skills:

  • Demonstrate a deep understandingofthe Financial Services sector,theend to endtransaction process, key dealissuesand strategic implications, drawing on significant transactions experience with specializedexpertisein one or more areas.

  • Be responsible forthe quality of client deliverables, including diligence reports, presentation of diligence findings to clients and discussion of wider deal implications.

  • Take accountability for project risk management andidentifyingcommercial, contractual and delivery risks.

Building relationships:

  • Drive strong, trusted client relationships, as well as relationships within the firm and with other network firms.

  • Focus on developing their personal brand and will proactively build andmaintainprofessional networks to drive opportunities and generate new business.

Developing people:

  • Responsible for the coaching and continuing development of junior staff members.You'llbe a designated career coach for one or more employees to actively support in their performance appraisals, long-termdevelopmentand career progression.

Budgeting and efficiency:

  • Learn and adapt to new softwaretools, andencourage adoption of such tools to improve efficiency and insights gained through our analysis.

  • Manage project budgeting,monitoringcosts and raising bills and will ensure work is performed efficiently.

WhatYou'll Bring
Your skills, knowledge, and experiences are what set you apart.Here'swhat we look for:

  • Qualified Canadian CPA or equivalent reciprocal/recognized designation is an asset

  • Professional experience at a Senior Manager level, with solid Financial Due Diligence experience,experience in Financial Services preferred.

  • Proven technical and analytical capabilities including proven financial and business performance analysis skills

  • Excellent communication,presentationand report writing / review skills

  • Proven due diligence engagement team management and leadership skills

  • Proven ability to build andmaintainprofessional relationships, both internally and externally

  • Data analytics experience, using tools such as Alteryx, PowerBIand Tableau (desirable)

  • When applying to a Quebec based opportunity, fluency in French isrequired. Outside of Quebec, fluency in French is an asset

This newly created role reflects our commitment to growth and delivering distinctive value for our clients and stakeholders.

The salary range for this position is $112,400 - $162,400. The posted salary rangerepresentsthe expected hiring range for PwC locations in major citycentres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary isdeterminedby your skills, experience,qualificationsand work location. In addition to base salary, eligible employees may have opportunities toparticipatein variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation.During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Whyyou'lllove PwC

We'reinspiring and empowering our people to change the world. Powered by the latest technology,you'llbe a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at:https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Metisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Acquisitions, Active Listening, Analytical Thinking, Business Performance Metrics, Business Valuations, Coaching and Feedback, Communication, Contractual Agreements, Corporate Finance, Cost Accounting, Creativity, Deal Management, Earnings Quality, Embracing Change, Emotional Regulation, Empathy, Finance Industry, Financial Advising, Financial Due Diligence, Financial Economics, Financial Forecasting, Financial Management, Financial Modeling {+ 30 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).Nous tenons a repondre a vos besoins tout au long du processus de demande d'emploi, d'entrevue et d'embauche. Si vous avez besoin de mesures d'adaptation pour etre parfaitement a l'aise, faites-le-nous savoir a l'etape de la demande d'emploi.L'utilisation de l'intelligence artificielle (IA) dans le domaine du recrutement en est a ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. A certains stades de notre processus de recrutement, nous comptons sur l'IA pour ameliorer votre experience. Par exemple, pendant l'examen du curriculum vit ou l'elaboration d'une liste de recommandations personnalisees, un agent conversationnel pourrait vous demander des precisions ou fixer avec vous un rendez-vous pour l'entrevue. L'IA nous aide a mieux lutter contre les prejuges, car l'evaluation des candidats se fait de facon juste et equitable, sans que les informations d'identification comme le nom ou le sexe soient connues. Elle nous permet egalement de mieux reperer les bons candidats pour un poste et d'evaluer le lien entre leurs competences, leur experience et leurs chances de reussir chez PwC Canada. Bien que l'IA facilite certaines etapes de notre processus de recrutement, les decisions finales d'embauche sont toujours prises par des personnes. Pour en savoir plus sur l'utilisation et la protection de vos donnees personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).

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About pwc

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We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK

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