Personal Finance Advisor

Jobtailor; Dolbeau-Mistassini; On-site; CAD 52,000 - 70,000; Full time

Job summary

Jobtailor in Canada’s Quebec region seeks a client relationship professional in financial services. You will develop and maintain lasting relationships with members and clients, advise on the best strategies, and work with them to identify expected results.

You will stay up-to-date on market trends, participate in outreach activities, and represent the caisse in the community, while assessing service quality and following up on improvements.

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – AMF.
• Knowledge of French is required.
• Available to work Monday to Friday, including one evening per week.

Responsibilities

• Develop and maintain lasting and trusting business relationships with members and clients.
• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, 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 in your field.
• Participate in outreach activities and represent the caisse in the community.

Skills

Relationship management

Client advising

Service quality assessment

Education

Bachelor's degree in a related field

Job description

• Develop and maintain lasting and trusting business relationships with members and clients
• Advise members and clients on the best strategies and work with them to identify expected results
• Manage business relationships, 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 in your field
• 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
• Mutual fund representative certificate – Autorité des marchés financiers (AMF)
• Knowledge of French is required
• Available to work Monday to Friday, including one evening per week

Core Competencies

Demonstrates strong relationship management skills, with a focus on client satisfaction and service quality in the financial services industry. Proficient in advising clients on strategies and market trends while actively participating in community outreach.

Highest-signal resume keywords

• Bachelor's Degree
• Mutual Fund Representative Certificate
• Client Relationship Management
• Fluency in French
• Financial Services Industry Knowledge

Soft Skills

• Business Relationship Development
• Client Advising
• Service Quality Assessment
• Community Representation

Certifications & Qualifications

• Mutual Fund Representative Certificate – Autorité Des Marchés Financiers (AMF)

Industry Keywords

• Financial Services
• Market Trends
• Outreach Activities
• Client Satisfaction
• Best Practices