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Critical minerals investment leader structuring and executing mining, infrastructure, and financing transactions for EDC’s $2 billion Canadian accelerator fund. Mobilizing private capital across Canada’s critical minerals value chain.
About the role
- Personal finance advisor helping Desjardins members and businesses achieve financial goals. Recommending investments, loans, and insurance while managing trusted client relationships.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer advice suited to their financial situation, and help them choose appropriate solutions to meet financial goals
- Work with a client base consisting mainly of individual members and businesses
- Recommend investments, loans, and insurance products
- Balance member/client satisfaction, business objectives, profitability, and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on 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
Requirements
- 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
- Interpersonal Savvy
- Drive results
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Benefits apply based on eligibility criteria
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