Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice and solutions. Proficient in assessing client satisfaction and implementing strategies that align with financial goals and risk management.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateCustomer FocusInterpersonal SavvyKnowledge of French

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs, offer advice suited to their financial situation, and help them choose appropriate solutions to meet financial goals
Work closely with individual members and business owners
Develop strategies and recommend investments, loans, and insurance products
Balance member/client satisfaction, business objectives, profitability, and sound 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 areas for improvement
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
Interpersonal savvy
Action oriented
Customer Focus
Drive results
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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Action OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesInvestment StrategiesRisk ManagementClient SatisfactionMarket Trends