Managing Director in Public Finance delivering affordable housing solutions. Responsible for client engagement and securing financing arrangements in the Affordable Housing sector.
About the role
- Personal Finance Advisor developing and maintaining trusted relationships with clients at Caisse Desjardins. Advising on financial strategies and enhancing client satisfaction.
Responsibilities
- Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
- Manage business relationships, evaluate member/client satisfaction and service quality, follow up, and identify opportunities for improvement
- Stay current on the financial services industry, market trends, and best practices in your area
- Participate in outreach activities and represent the caisse 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 retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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