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Personal Finance Advisor, Assigned Clientele
Desjardins. Develop and maintain lasting and trusting business relationships with members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advisory services, including financing solutions, loans, and insurance products, while effectively managing client relationships and ensuring satisfaction. Proficient in risk management and credit authorization, with a strong focus on achieving business objectives and profitability.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateKnowledge Of FinancingAbility To Advise On Financial StrategiesCustomer Focus
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financing SolutionsLoansInsurance ProductsCredit AuthorizationRisk Management
Soft Skills
Interpersonal SavvyAction OrientedDrive ResultsNimble Learning
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesBusiness RelationshipsClient SatisfactionMarket TrendsIntegrated Strategies
About the role
Key responsibilities & impact- 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
- Provide financing solutions for affluent individuals and businesses
- Recommend loans and insurance products
- Serve as a financing expert advisor and resource person
- Apply cross-sector strategies to financing and authorize credit in accordance with established rules
- 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, assess satisfaction and service quality, follow up, and identify improvement areas
- Stay up-to-date on financial services industry developments, market trends, and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
What you’ll need- 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
- Ability to develop and maintain business relationships
- Ability to advise members and clients on financial strategies
- Knowledge of financing, loans, insurance products, credit authorization, and risk management
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Equity, Diversity, Inclusion and Accessibility
- Workplace accommodations at any stage in the recruitment process