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.RequirementsBachelor's degree in a related fieldA minimum of one year of relevant experienceMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredKnowledge of current financial, economic, political and legislative eventsSpecialized knowledge of tax, financial and succession issues for individuals and businessesKnowledge 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 competitorsKnowledge of debt managementKnowledge of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of policies, legislation and standards related to products and services offered by the caisseKnowledge of the Desjardins business processesAvailable to work from Monday to Friday including 1 eveningCore CompetenciesDemonstrates 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 keywordsBachelor's DegreeMutual Fund Representative CertificateKnowledge of Financial ServicesKnowledge of Debt ManagementKnowledge of Compliance LegislationATS Optimization KeywordsHard SkillsFinancial AnalysisClient Relationship ManagementTax KnowledgeSuccession PlanningMarket Trend AnalysisSoft SkillsCommunicationProblem-SolvingCustomer ServiceCertifications & QualificationsMutual Fund Representative CertificateIndustry KeywordsFinancial ServicesComplianceCaisseDesjardinsMarket Trends#J-18808-Ljbffr

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🏢 Caisse Desjardins de Lachine
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