- 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
- Provide financing solutions for affluent individuals and businesses
- Recommend loans and insurance products
- Serve as a financing expert advisor and resource person
- Apply cross-sector financing strategies and authorize credit in accordance with established rules
- 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, assess satisfaction and service quality, follow up, and identify improvement areas
- 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
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning

Core Competencies

Demonstrates expertise in providing tailored financing solutions and managing business relationships while ensuring client satisfaction and adherence to risk management practices. Proficient in applying cross-sector financing strategies and staying informed on market trends within the financial services industry.

Highest-signal resume keywords

- Bachelor's Degree
- Mutual Fund Representative Certificate
- Financial Solutions Expertise
- Client Relationship Management
- Bilingual in French

ATS Optimization Keywords

Hard Skills

- Financing Solutions
- Credit Authorization
- Risk Management
- Market Trend Analysis
- Integrated Strategy Design

Soft Skills

- Customer Focus
- Interpersonal Savvy
- Action Oriented
- Drive Results
- Nimble Learning

Certifications & Qualifications

- Mutual Fund Representative Certificate

Industry Keywords

- Financial Services
- Business Relationships
- Client Satisfaction
- Affluent Individuals Financing
- Loans and Insurance Products

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📌 Personal Finance Advisor, Assigned Clientele (Longueuil)
🏢 Jobtailor
📍 Longueuil