Personal Finance Advisor

• 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 ResultsNimble 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