Personal Finance Advisor

Jobtailor; Mashteuiatsh; On-site; CAD 60,000 - 75,000; Full time

Job summary

Jobtailor in Canada seeks a client-focused financial advisor to develop and maintain lasting relationships with members and clients, listen to needs, and provide advice tailored to their financial situation.

You will help clients choose suitable investments, loans and insurance, balance client satisfaction with business objectives and prudent risk management, and collaborate with partners to design integrated strategies while staying up-to-date on industry trends.

Qualifications

• Develop and maintain business relationships while providing tailored financial advice.
• Assess client satisfaction and implement strategies to meet financial goals.

Responsibilities

• Develop and maintain lasting 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.

Skills

Interpersonal Savvy

Action Oriented

Drive Results

Nimble Learning

Customer Focus

Education

Bachelor's degree

Tools

Mutual Fund Representative Certificate

Job description

• 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