Become a Client-Focused Personal Finance Advisor. Help individuals and businesses achieve their financial goals through tailored advice and product recommendations.

This pivotal role involves fostering lasting relationships while providing strategic financial advice. With a background in financial services and at least one year of experience, you will assess client needs and recommend appropriate financial solutions. Holding a mutual fund representative certificate and robust bilingual skills are essential.

Key Responsibilities:
• Develop trusting business relationships with clients
• Analyze client needs to provide relevant solutions
• Recommend investments, loans, and insurance products
• Follow up to assess service quality and satisfaction
• Stay current with financial market trends

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of experience in financial advising
• Required mutual fund representative certification
• Bilingual in French
• Proactive and client-focused

Utilize your expertise to empower clients in their financial journeys and enhance their overall satisfaction.
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📌 Client-Focused Personal Finance Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City