At a Glance
- Tasks: Build lasting relationships and provide tailored financial advice to clients.
- Company: Join a leading financial services firm with a community-focused approach.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Dynamic work environment with a focus on client satisfaction and community outreach.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: Bachelor's degree and mutual fund representative certificate required.
The predicted salary is between 47250 - 57750 $ per year.
- 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 situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Work closely with individual members and businesses
- 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 and assess member/client 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
- 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
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients.
Proficient in assessing client satisfaction and implementing strategies to meet financial goals.
- Highest-signal resume keywords
- Bachelor's Degree
- Mutual Fund Representative Certificate
- Customer Focus
- Financial Services Knowledge
- Bilingual in French
- ATS Optimization Keywords
- Soft Skills
- Interpersonal Savvy
- Action Oriented
- Drive Results Nimble Learning
Certifications & Qualifications
- Mutual Fund Representative Certificate
- Industry Keywords
- Financial Services
- Investment Products
- Loans
- Insurance Products
- Risk Management
- Market Trends
- Client Satisfaction
- Business Relationships
- Outreach Activities
- Integrated Strategies
- #J-18808-Ljbffr
Personal Finance Advisor employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
