Develop and maintain lasting and trusting business relationships with members and clientsListen to members' and clients' needs and offer advice suited to their financial situationHelp members and clients choose appropriate solutions to meet their financial goalsWork with individual members and businessesRecommend investments, loans and insurance productsBalance member/client satisfaction, business objectives, profitability and prudent risk managementWork with partners and experts to design integrated strategiesAdvise members and clients on strategies and identify expected resultsManage business relationships and assess 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 learningCore CompetenciesDemonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client needs, recommending appropriate financial solutions, and staying informed on industry trends.Highest-signal resume keywordsBachelor's DegreeMutual Fund Representative CertificateCustomer FocusFinancial Services KnowledgeBilingual in FrenchSoft SkillsInterpersonal SavvyAction OrientedDrive ResultsNimble LearningCertifications & QualificationsMutual Fund Representative CertificateIndustry KeywordsFinancial ServicesInvestment ProductsLoansInsurance ProductsRisk ManagementMarket TrendsClient SatisfactionBusiness ObjectivesOutreach ActivitiesIntegrated Strategies

📌 Personal Finance Advisor (Sainte-Hélène-de-Chester)
🏢 Desjardins
📍 Sainte-Hélène-de-Chester