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

Listen to members’ and clients’ needs and provide advice suited to their financial situation

Help members and clients choose appropriate solutions to meet their financial goals

Recommend investments, loans and insurance products

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

Work with partners and experts to design integrated strategies

Advise members and clients on strategies and identify expected results

Manage business relationships and assess member/client satisfaction and service quality

Follow up and identify areas for improvement

Stay up-to-date on the financial services industry, market trends and best practices

Participate in outreach activities and represent the caisse in the community

Requirements

Bachelor's degree in a related field

A minimum of one year of relevant experience

Other combinations of qualifications and relevant experience may be considered

Mutual fund representative certificate – Autorité des marchés financiers

Knowledge of French is required

Ability to recommend investments, loans and insurance products





Knowledge of financial services industry, market trends and best practices

Sound and prudent risk management knowledge

Core Competencies
Demonstrates expertise in financial advisory services, including investment recommendations, risk management, and client relationship management. Proficient in assessing client needs and providing tailored financial solutions while staying informed on industry trends and best practices.

Highest-signal resume keywords

Bachelor's Degree

Mutual Fund Representative Certificate

Investment Recommendations

Risk Management

Client Relationship Management

ATS Optimization Keywords
Hard Skills

Financial Advisory

Investment Recommendations

Loan Recommendations

Insurance Product Recommendations

Risk Management Knowledge

Soft Skills

Business Relationship Development

Client Satisfaction Assessment

Communication Skills

Problem-Solving

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial Services Industry

Market Trends

Best Practices

Client Needs Assessment

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📌 Personal Finance Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City