Overview
Develop and maintain lasting and trusting business relationships with members and clients. Listen to their needs, offer advice that fits their financial situation, and help clients choose appropriate solutions to meet their financial goals. Provide financing solutions for affluent individuals and businesses; recommend loans and insurance products. Act as a financing expert advisor and resource person, ensuring cross-sector strategies are applied to financing. Authorize credit in accordance with established rules, balance member/client satisfaction, business objectives, profitability and sound risk management, and work with various partners to design integrated strategies that meet member and client needs.

Responsibilities

Develop and maintain lasting and trusting business relationships with members and clients

Listen to members’ and clients’ needs, offering advice that fits their financial situation

Help clients choose appropriate solutions to meet their financial goals

Provide financing solutions for affluent individuals and businesses

Recommend loans and insurance products

Act as a financing expert advisor and resource person

Ensure cross-sector strategies are applied to financing

Authorize credit in accordance with established rules

Balance member/client satisfaction, business objectives, profitability and sound risk management

Work with various partners and experts to design integrated strategies that meet the needs of members and clients

Requirements

Bachelor's degree in a related field

A minimum of one year of relevant experience

Mutual fund representative certificate – Autorité des marchés financiers





Knowledge of French is required

Knowledge of current financial, economic, political and legislative events

Knowledge of analysis of individual markets, business leaders, and the caisse's external workplace (e.g. clients, market trends and competitors)

Knowledge of tax, financial and succession issues for individuals and business owners

Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

Knowledge of debt management

Knowledge of compliance with legislation respecting the distribution of financial products and services

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of policies, legislation and standards related to products and services offered by the caisse

Knowledge of service standards

Knowledge of techniques used to assess and monitor individual financing applications

ATS Optimization Keywords
Hard Skills

financial analysis

debt management

risk management

credit authorization

market analysis

financial product knowledge

insurance product knowledge

loan recommendation

business strategy design

client needs assessment

Soft Skills

relationship building

active listening

advisory skills

client satisfaction focus

cross-sector collaboration

problem-solving

communication

trust building

organizational skills

profitability balancing

Certifications & Qualifications

Bachelor's degree

Mutual fund representative certificate

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📌 Personal Finance Advisor, Assigned Clientele (Quebec City)
🏢 Jobtailor
📍 Quebec City