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Personal Finance Advisor
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 developing and maintaining business relationships while providing tailored financial solutions. Proficient in advising clients on financing options and managing risk while ensuring client satisfaction and adherence to regulatory standards.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateFinancial AdvisoryClient Relationship ManagementRisk Management
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 Solutions DevelopmentLoan RecommendationInsurance Product KnowledgeCredit AuthorizationMarket Trend Analysis
Soft Skills
Interpersonal CommunicationListening SkillsProblem SolvingClient Satisfaction FocusCollaboration
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesAffluent Individuals FinancingBusiness ObjectivesPrudent Risk ManagementOutreach Activities
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 strategies and identify expected results
- Manage business relationships, assess satisfaction and service quality, follow up and identify improvement areas
- Stay current on financial services, 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
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