Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in investment strategies, risk management, and client satisfaction assessment within the financial services industry.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateFinancial AdvisoryClient Relationship ManagementBilingual 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 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 member/client satisfaction and service quality
Follow up and identify areas for improvement
Stay up-to-date 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

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

Investment StrategiesRisk ManagementFinancial SolutionsClient Needs AssessmentBusiness Relationship Development

Soft Skills

CommunicationListeningProblem SolvingCustomer ServiceCollaboration

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesAffluent ClientsInvestment ProductsLoansInsurance Products