About this role
Role Overview
- Advise members and clients on optimal strategies and work with them to define expected outcomes
- 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 (Desjardins branch) in the community
Requirements
- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment