Financial Analyst- Bilingual English/Spanish

3 weeks ago

Toronto, Canada Procom Full time
Financial Analyst - Bilingual English/Spanish On behalf of our client in the Banking Sector, PROCOM is looking for a Financial Analyst - Bilingual English/Spanish. Financial Analyst - Bilingual English/Spanish - Job Description
Enable IWM key initiatives
Collaborate with head office and in-country business partners to collect and analyze data and market research on client preferences and needs as input in identifying potential markets and factors affecting product demand and to assist in driving the product roadmap and backlog prioritization. Leverage best practices and collaborate with Canadian Wealth Management
Manage communications and status reporting of ongoing initiatives, including summarizing project risks and options and facilitating prompt decisions when needed
Support the definition of the overall Wealth Management product strategy and technology roadmap to drive P&L goals for specific Wealth Management capabilities
Independently resolve highly complex, multi-faceted problems, which are often unstructured and without precedent to meet the business needs of the end users
Work with Program Delivery team to formulate costs and funding requests, proposals
Lead teams to focus on business value & impact, client-centric model. Must have holistic digital, data, analytics, end-to-end, consideration at all times
Financial Analyst - Bilingual English/Spanish - Mandatory Skills
5 +Years in Solid understanding and experience, working with investment related applications for Advisors, such as brokerage, investment proposal, financial planning, portfolio management etc.
10 +Years Strong knowledge of investment advisory and wealth management product offerings & services.
10 +Years Demonstrated success delivering highly complex business initiatives related to digital, data, and analytics.
5 +Years Experience in leading and coaching teams, with track record of attracting and developing talent.
10 +Years Critical thinking skills: using logic and reasoning to evaluate alternative solutions, summarize conclusions and approaches to mitigate risks.
10 +Years Ability to develop strong working relationships with business and technology partners globally.
10 +Years Relevant working experience in the financial sector, Wealth Management experience
Financial Analyst - Bilingual English/Spanish - Preferred Skills
Spanish communication is an asset
Salesforce application experience as an end user
Salesforce certifications
CFA / MBA preferred.
Financial planning certification preferred
CIM certification preferred
Financial Analyst - Bilingual English/Spanish - Assignment Start Date ASAP - 6 months to start Financial Analyst - Bilingual English/Spanish - Assignment Location Toronto, ON - Work Hybrid

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