Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client needs and recommending appropriate financial solutions, including investments, loans, and insurance products.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateCustomer FocusFinancial Services Industry KnowledgeBilingual in French

About the role

Key responsibilities & impact

Develop and maintain lasting, 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
Develop strategies and recommend investments, loans and insurance products
Serve as an expert advisor and resource person in savings and investments
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 expected results
Manage business relationships and assess satisfaction and service quality
Follow up and identify areas for improvement
Stay current on financial services industry 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 two years 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
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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial GoalsInvestmentsLoansInsurance ProductsRisk ManagementClient SatisfactionService QualityOutreach ActivitiesBusiness RelationshipsFinancial Services Trends