Credit Analyst

3 months ago

Montréal QC, Canada iA Groupe financier iA Financial Group Full time

Domain : Private Welath

Type : Contract (16 months)

Start : September

Credit Department is to minimize market and credit risk. Credit Analyst plays an integral role of balancing the need to reduce risk with the needs of IA Private Wealth Retail clients. This is done through various tasks and accountabilities. The Credit Analyst will report to the Director of Credit and Risk Management.

**Key Accountabilities**
- Review the daily reports and activities, including regulatory reporting including, concentration, prohibited securities etc.
- Investigate discrepancies and problems to determine risk and exposure, and make decisions to mitigate risk and financial impact.
- Liaise with internal partners, other IA Private Wealth areas, Legal, Finance, Compliance, Estates, to create policies and procedures and to communicate to clients and employees
- Prepare and/or analyze reports including, option reports,and credit reports
- Conduct due diligence on new and existing clients
- Advise and direct Branch Managers and Department Managers on policy issues on a daily basis, and compliance.
- Ensure all transactions in client’s accounts and the collection of these accounts are in accordance with industry and firm rules and regulations.
- Ensure controls are followed to manage credit and risk exposure if IA Private Wealth accounts and be able to maintain a high level of customer service.
- Complete duties as assigned including compiling and preparing statistics and internal reports, monthly and year end capital requirement reports.

**Qualifications**
- University degree, Canadian Securities Course (CSC); Conduct and Practices Handbook Course (CPH); Derivatives Fundamental Course (DFC); Options Licensing Course (OLC); Option Supervisor Course;are preferred.
- Experience within the financial brokerage industry especially in an IIROC regulatory environment
- Strong use of Microsoft Office programs, especially excel
- Strong verbal and written communication and presentation skills
- Strong analytical and problem-solving skills
- Ability to operate in a fast-paced environment including the ability to prioritize.

**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.

  • Commercial Credit Analyst

    2 months ago

    Montréal, QC, Canada CREDITFAX RISK MANAGEMENT Full time

    commercial credit analyst will gather information regarding current status of companies in their ability to pay and determine their credit standing. to work with a team gathering information fluent in both French and English. minimum 2 years experience in credit and or accounts receivable - Sanitizing, disinfecting, or cleaning procedures in place Work...

  • Credit Analyst

    5 months ago

    Chaudière-Appalaches, QC, Canada Access Credit Union Full time

    **Credit Analyst** **Full-time (12 Month Term), Corporate/Hybrid** **Starting salary - $58,167** **Why should you join our team?** - At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions...

  • Credit Analyst

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance...

  • Montreal [hybride] - Corporate Credit Analyst

    5 months ago

    Montréal, Canada Quanteam North America Full time

    **WHO WE ARE** As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international...

  • Credit Application Analyst

    5 months ago

    Montréal, Canada TD Bank Full time

    **Credit Application Analyst**: - 414914BR **Job Category - Primary** - Operations & Underwriting **Work Location** - 7250 Mile End **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Offsite **Pay Details** **Department Overview** The National Office...

  • Credit & Collection Analyst

    5 months ago

    Montréal, Canada UAP Inc. Full time

    **Company Description** At UAP, we believe we don’t just deliver car and heavy vehicle parts all around the country; **we also** help keep Canadians moving **forward**. To do so, we have a team of finance experts to make sure everything balances. Join a special kind of workplace. We have the experience and strength of our 100-year legacy and the desire to...

  • Analyst, Credit Analysis

    1 month ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 209146 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** The Analyst, Credit Analysis & Support Team is responsible for contributing to the profitable growth and quality of the Commercial Automotive portfolio by performing credit administration tasks to the highest...

  • Credit Analyst

    3 months ago

    Trois-Rivières, QC, Canada Mitsubishi HC Capital Canada Full time

    Mitsubishi HC Capital Canada and its parent company, Mitsubishi HC Capital America, form the largest non-captive, non-bank commercial finance company in North America, constantly growing and transforming to contribute to a prosperous and sustainable future, creating social value through optimizing the potential of assets. - Joining Mitsubishi HC Capital...

  • Credit Analyst-

    3 months ago

    Montréal, QC, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. On the one hand, our transversal, product-neutral coverage teams span all businesses to promote the bank's products and...

  • Credit Analyst

    2 months ago

    Montréal, QC, Canada Fairstone Full time

    WHO WE ARE: Eden Park Inc. (“EdenPark”) is a dynamic automobile finance brand committed to enabling our dealer partners to sell more cars. Since 2012, EdenPark has serviced a wide network of automobile dealers and tens of thousands of consumers from coast to coast. EdenPark is a wholly owned subsidiary of Fairstone Financial Inc., which is a subsidiary...

  • Credit Analyst

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    105 rue St-Jacques O Montreal Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with...

  • Credit Analyst

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance...

  • Credit Analyst

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    105 rue St-Jacques O Montreal Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with...

  • Bilingual (English & French) Credit Review Analyst

    5 months ago

    Montréal, Canada Global Payments Canada Full time

    **Summary of This Role** Routinely monitors existing merchant accounts and relationships for potential risk exposure to the company and assists management in mitigating losses. Effectively interacts with merchants, sales representatives, Senior Credit Review Analysts and Management to achieve timely review of accounts, in mitigating loss and in protecting...

  • Vp - Corporate Credit Risk Analyst- (H/F)/x

    5 months ago

    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. On the one hand, our transversal, product-neutral coverage teams span all businesses to promote the bank's products and...

  • Analyste de Crédit Et Recouvrement

    1 week ago

    Montréal, QC, Canada SharkNinja Full time

    Our purpose is to positively impact people's lives every day in every home around the world! We work very hard to provide our consumers with high-quality, exciting 5-star products that make life easier. We thrive on passion and innovation and are looking for great people, with great ideas, who want to build the next big thing and develop while they...

  • Credit Analyst, Business Banking

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Performs ongoing comprehensive client credit analysis for an assigned number of client portfolios to assess the business entity’s overall financial health and credit risk using discretionary authority within prescribed limits. Applies lending expertise to a lending product portfolio or part of the...

  • Credit and Collections Analyst

    5 months ago

    Montréal, Canada Echotape Full time

    ECHOtape is a leading North American supplier of Pressure Sensitive Tapes. With 50 years of industry experience, we recognize that people are our greatest resource. Our success is built upon the combined efforts of every employee and their interactions with each other and with our valued customers. Each person, regardless of title or role, is integral to our...

  • Credit and Collections Analyst

    6 months ago

    Montréal, Canada Echotape Full time

    ECHOtape is a leading North American supplier of Pressure Sensitive Tapes. With 50 years of industry experience, we recognize that people are our greatest resource. Our success is built upon the combined efforts of every employee and their interactions with each other and with our valued customers. Each person, regardless of title or role, is integral to our...

  • Data Analyst

    7 months ago

    Montréal, Canada Vault Credit Corporation Full time

    **Get to Know Vault Credit Corporation** Vault is a non-bank private lending company offering a wide array of financial services such as mortgage, leasing and lending products. Vault has a devoted team of experts with years of experience in both financial services and real estate. We are dedicated to delivering products and services that meet the diverse...