Wealth Finance Advisor - Bilingual & Client-Focused

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

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