Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, 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 in your field.
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
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
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 the Desjardins business processes
Available to work from Monday to Friday including 1 evening
Core Competencies Demonstrates expertise in financial services, including tax, financial, and succession issues, while effectively managing client relationships and ensuring compliance with relevant legislation. Proficient in assessing client satisfaction and implementing strategies for improvement.
Highest-signal resume keywords Bachelor's Degree
Mutual Fund Representative Certificate
Knowledge of Financial Services
Knowledge of Debt Management
Knowledge of Compliance Legislation
ATS Optimization Keywords Hard Skills Financial Analysis
Client Relationship Management
Tax Knowledge
Succession Planning
Market Trend Analysis
Soft Skills Communication
Problem-Solving
Customer Service
Certifications & Qualifications Mutual Fund Representative Certificate
Industry Keywords Financial Services
Compliance
Caisse
Desjardins
Market Trends