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 sound 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 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 satisfaction and implementing strategies to meet financial goals, with a solid focus on customer service and risk management.

Highest-signal resume keywords

Bachelor's Degree

Mutual Fund Representative Certificate

Customer Focus

Financial Services Knowledge

Interpersonal Savvy

Soft Skills

Action Oriented

Drive Results

Nimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial Services

Investment Products

Risk Management

Client Satisfaction

Market Trends

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