- 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

📌 Personal Finance Advisor (Trois-Rivières)
🏢 Jobtailor
📍 Trois-Rivières