Client Financial Services Representative

Responsibilities

• Work closely with advisors to provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Address members’ and clients’ immediate needs by providing prompt solutions related to investments, financing, and protection
• Use interpersonal skills and clear communication to ensure member/client satisfaction
• Provide significant support for business development
• Assist members and clients by delivering excellent customer service
• Prepare proposals for routine transactions and recommend products and services based on client needs

Requirements

• College-level diploma (Attestation of Collegial Studies)
• Minimum of three years of relevant experience
• Mutual Fund Representative Certificate — Autorité des marchés financiers (AMF)
• Proficiency in French required
• Available to work on...