At a Glance
- Tasks: Build lasting relationships and provide tailored financial advice to clients.
- Company: Join a community-focused financial services provider.
- Benefits: Competitive salary, professional development, and community engagement opportunities.
- Other info: Dynamic role with opportunities for outreach and community representation.
- 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 offer advice suited to their financial situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Work with individual members and businesses
- 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 strategies and identify expected results
- Manage business relationships and 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
- 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
- Core Competencies
Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients.
Proficient in assessing client needs, recommending appropriate financial solutions, and staying informed on industry trends.
- Highest-signal resume keywords
- Bachelor's Degree
- Mutual Fund Representative Certificate
- Customer Focus
- Financial Services Knowledge
- Bilingual in French
- 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 Objectives
- Outreach Activities
- Integrated Strategies
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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.
