- 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
- Work with affluent individual members and business owners
- Develop strategies and recommend investments, loans and insurance products
- Serve as an expert advisor and resource person in savings and investments
- 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 and assess member/client satisfaction and service quality
- Follow up and identify areas for improvement
- Stay current 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 two years 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 investment strategies, risk management, and customer satisfaction assessment within the financial services industry.

Highest-signal resume keywords

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

Hard Skills

- Investment Strategies
- Risk Management
- Financial Analysis
- Loan Products
- Insurance Products
- Market Trends Analysis
- Client Needs Assessment
- Business Development

Soft Skills

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

Certifications & Qualifications

- Mutual Fund Representative Certificate

Industry Keywords

- Financial Services
- Affluent Individuals
- Business Owners
- Savings
- Investments
- Client Satisfaction
- Outreach Activities

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📌 Wealth Management Advisor (Louiseville)
🏢 Jobtailor
📍 Louiseville