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
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 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
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.
Highest-signal resume keywords Bachelor's Degree
Mutual Fund Representative Certificate
Financial Advisory
Client Relationship Management
Bilingual in French
Hard Skills Financial Strategy Development
Investment Recommendations
Loan Solutions
Insurance Product Knowledge
Risk Management
Soft Skills Active Listening
Communication
Problem Solving
Client Satisfaction Focus
Community Engagement
Certifications & Qualifications Mutual Fund Representative Certificate
Industry Keywords Financial Services
Market Trends
Business Objectives
Service Quality
Outreach Activities