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

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 (AMF)

Knowledge of French is required

Available to work Monday to Friday, including one evening per week

Core Competencies Demonstrates solid relationship management skills,



with a focus on client satisfaction and service quality in the financial services industry. Proficient in advising clients on strategies and market trends while actively participating in community outreach.

Highest-signal resume keywords

Bachelor's Degree

Mutual Fund Representative Certificate

Client Relationship Management

Fluency in French

Financial Services Industry Knowledge

Soft Skills

Business Relationship Development

Client Advising

Service Quality Assessment

Community Representation

Certifications & Qualifications

Mutual Fund Representative Certificate – Autorité Des Marchés Financiers (AMF)

Industry Keywords

Financial Services

Market Trends

Outreach Activities

Client Satisfaction

Best Practices

#J-18808-Ljbffr

📌 Personal Finance Advisor (Chambord)
🏢 Jobtailor
📍 Chambord