Develop and maintain lasting and trusting business relationships with members and clientsListen to members' and clients' needs and provide advice suited to their financial situationHelp members and clients choose appropriate solutions to meet their financial goalsWork closely with individual members and businessesRecommend investments, loans and insurance productsBalance member/client satisfaction, business objectives, profitability and sound and prudent risk managementWork with partners and experts to design integrated strategiesAdvise members and clients on the best strategies and identify expected resultsManage business relationships and assess member/client satisfaction and service qualityFollow up and identify areas for improvementStay up-to-date on the financial services industry,



market trends and best practicesParticipate in outreach activities and represent the caisse in the communityRequirementsBachelor's degree in a related fieldA minimum of one year of relevant experienceOther combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredAction orientedCustomer FocusDifferencesDrive resultsInterpersonal SavvyNimble learningDemonstrates 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 keywordsBachelor's DegreeMutual Fund Representative CertificateCustomer FocusFinancial Services KnowledgeBilingual in FrenchATS Optimization KeywordsSoft SkillsInterpersonal SavvyAction OrientedDrive ResultsNimble LearningCertifications & QualificationsMutual Fund Representative CertificateIndustry KeywordsFinancial ServicesInvestment ProductsLoansInsurance ProductsRisk ManagementMarket TrendsClient SatisfactionBusiness RelationshipsOutreach ActivitiesIntegrated Strategies

📌 Personal Finance Advisor (Jamésie)
🏢 Jobtailor
📍 Jamésie