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 situations
Help members and clients choose appropriate solutions to meet their financial goals
Develop strategies and recommend investments, loans, and insurance products
Balance member/client satisfaction, business objectives, profitability, and prudent risk management
Work with partners and experts to design integrated strategies
Advise members and clients on the best strategies and identify expected results
Manage business relationships and assess member/client satisfaction and service quality
Follow up and identify areas for improvement
Stay current 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
Core Competencies
Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice. Proficient in assessing client needs and recommending appropriate financial solutions, including investments, loans, and insurance products.