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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 strategies, including loans and insurance products, while maintaining strong business relationships and ensuring client satisfaction. Proficient in risk management and knowledgeable about market trends in the financial services industry.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateKnowledge Of FinancingCustomer FocusInterpersonal Savvy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial StrategiesLoansInsurance ProductsCredit AuthorizationRisk Management
Soft Skills
Action OrientedDrive ResultsNimble Learning
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial Services IndustryMarket TrendsBusiness RelationshipsClient Satisfaction
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 situations
- 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 financing strategies and authorize credit according to 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 improvements
- 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
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 lasting and trusting business relationships
- Ability to advise members and clients on financial strategies and solutions
- Knowledge of financing, loans, insurance products, credit authorization and risk management
- Knowledge of the financial services industry, market trends and best practices
- 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
- Recruitment process accommodations at any stage, upon request