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