Personal Finance Advisor, Assigned Clientele

Jobtailor; Longueuil; On-site; CAD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a client-focused finance professional in Canada to build lasting relationships with members and clients. You will listen to needs, offer tailored financial solutions, and guide clients toward optimal loans, insurance, and financing products.

You will also represent the caisse in the community and stay informed on market trends. Responsibilities include advising on strategies, managing client satisfaction, and ensuring risk-aware decisions while balancing profitability and

Qualifications

• Bachelor's degree in a related field is required.
• Mutual Fund Representative Certificate is required.
• Knowledge of French is required.

Responsibilities

• 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.
• Provide financing solutions for affluent individuals and businesses.
• Recommend loans and insurance products.
• Advise members and clients on the best strategies and identify expected results.
• Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas.
• 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

Customer Focus

Interpersonal Savvy

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual Fund Representative Certificate

Tools

Credit Authorization

Risk Management

Financing Solutions

Market Trend Analysis

Integrated Strategy Design

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


• Provide financing solutions for affluent individuals and businesses


• Recommend loans and insurance products


• Serve as a financing expert advisor and resource person


• Apply cross-sector financing strategies and authorize credit in accordance with established rules


• 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 the best strategies and identify expected results


• Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas


• 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 providing tailored financing solutions and managing business relationships while ensuring client satisfaction and adherence to risk management practices. Proficient in applying cross-sector financing strategies and staying informed on market trends within the financial services industry.

Highest-signal resume keywords

• Bachelor's Degree


• Mutual Fund Representative Certificate


• Financial Solutions Expertise


• Client Relationship Management


• Bilingual in French

ATS Optimization Keywords

Hard Skills

• Financing Solutions


• Credit Authorization


• Risk Management


• Market Trend Analysis


• Integrated Strategy Design

Soft Skills

• Customer Focus


• Interpersonal Savvy


• Action Oriented


• Drive Results


• Nimble Learning

Certifications & Qualifications

• Mutual Fund Representative Certificate

Industry Keywords

• Financial Services


• Business Relationships


• Client Satisfaction


• Affluent Individuals Financing


• Loans and Insurance Products