Demonstrates expertise in financial advisory services, including investment, loan, and insurance product recommendations. Strong ability to build and maintain client relationships while balancing satisfaction and business objectives.

Highest-signal resume keywords

Financial AdvisoryInvestment RecommendationsClient Relationship ManagementMutual Fund Representative CertificateKnowledge of Financial Services Industry

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
Work with affluent individual members and business owners
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 identify expected results
Manage business relationships and assess satisfaction and service quality
Follow up and identify areas for improvement
Stay current on industry developments, 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 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
Interpersonal savvy is essential
Knowledge of the financial services industry, market trends and best practices in the field
Ability to advise members and clients on financial strategies
Ability to recommend investments, loans and insurance products

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
Workplace accommodations at any stage in the recruitment process

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Investment StrategiesLoan RecommendationsInsurance ProductsMarket Trends AnalysisRisk Management

Soft Skills

Interpersonal SavvyClient Needs AssessmentCommunication Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesAffluent IndividualsBusiness OwnersClient SatisfactionBest Practices