Job Description
Responsibilities
- Advise members and clients on 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.
Qualifications
- 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-focused, drive results, interpersonal savvy.
Benefits
- Competitive salary and annual bonus.
- 4 weeks of flexibl...