- 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 robust 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

📌 Personal Finance Advisor (Dolbeau-Mistassini)
🏢 Jobtailor
📍 Dolbeau-Mistassini