Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in financial products, compliance, and market trends to effectively meet client needs and enhance satisfaction.

Highest-signal resume keywords

Mutual Fund Representative CertificateKnowledge Of Financial Products And ServicesKnowledge Of Debt ManagementKnowledge Of Compliance LegislationFluency In 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 and offer advice suited to their financial situation
Help members and clients choose appropriate solutions to meet their financial goals
Work with individual members and business owners
Develop strategies and recommend investments, loans and insurance products
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 areas for improvement
Stay current 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

A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes

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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Hard Skills

Financial Strategy DevelopmentInvestment RecommendationRisk ManagementTax KnowledgeSuccession Planning

Soft Skills

Relationship ManagementClient Satisfaction AssessmentCommunication SkillsAdvisory Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsLegislative ComplianceCaisse Business ProcessesFinancial Cooperatives