Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs and offer advice suited to their financial situation
Help members and clients choose appropriate solutions to meet their financial goals
Work with individual members and businesses
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 strategies and identify expected results
Manage business relationships and assess 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 to clients. Proficient in assessing client needs, recommending appropriate financial solutions, and staying informed on industry trends.
Highest-signal resume keywords Bachelor's Degree
Mutual Fund Representative Certificate
Customer Focus
Financial Services Knowledge
Bilingual in French
Soft Skills Interpersonal Savvy
Action Oriented
Drive Results
Nimble Learning
Certifications & Qualifications Mutual Fund Representative Certificate
Industry Keywords Financial Services
Investment Products
Loans
Insurance Products
Risk Management
Market Trends
Client Satisfaction
Business Objectives
Outreach Activities
Integrated Strategies

#J-18808-Ljbffr

📌 Personal Finance Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City