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 situations
Help members and clients choose appropriate solutions to meet their financial goals
Develop strategies and recommend investments, loans, and insurance products
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 appropriate 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
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
Core Competencies Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice. Proficient in assessing client needs and recommending appropriate financial solutions, including investments, loans, and insurance products.
Highest-signal resume keywords Bachelor's Degree
Mutual Fund Representative Certificate
Customer Focus
Financial Services Knowledge
Interpersonal Savvy
Hard Skills Financial Advisory
Investment Strategy Development
Risk Management
Client Relationship Management
Market Trend Analysis
Soft Skills Action Oriented
Drive Results
Nimble Learning
Certifications & Qualifications Mutual Fund Representative Certificate
Industry Keywords Financial Services
Client Satisfaction
Business Objectives
Outreach Activities
Service Quality

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📌 Wealth Management Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City