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Bedard Ressources
Mutual Fund RepresentativeBedard Ressources • Boisbriand, Quebec, Laurentides
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Mutual Fund Representative

Mutual Fund Representative

Bedard Ressources • Boisbriand, Quebec, Laurentides
9 days ago
Job type
  • Permanent
Job description

Tasks

  • Assess clients’ overall financial situation, including income, assets, liabilities, and risk tolerance, to develop suitable financial strategies.
  • Prepare personalized financial plans covering retirement, taxation, estate planning, and wealth management.
  • Recommend individual insurance solutions, including life, disability, and critical illness insurance, based on identified protection needs.
  • Provide investment advice regarding mutual funds, savings solutions, and investment portfolios, and monitor their performance.
  • Support clients in implementing financial strategies and optimizing their long-term financial position.
  • Conduct regular account reviews and adjust recommendations based on changing goals and market conditions.
  • Develop and manage a client portfolio by building lasting, trust-based relationships.
  • Actively prospect for new clients and contribute to business development initiatives.
  • Ensure compliance with all regulatory and documentation requirements, including AMF regulations and client recordkeeping.
  • Perform any other related duties.

Advantages

  • An entrepreneurial model focused on autonomy, allowing you to build and retain a client base that can grow with you throughout your career.
  • Comprehensive group insurance, including telemedicine services.
  • RRSP and DPSP plans with a employer contribution.
  • Three weeks of vacation and five paid sick days from the start of employment.
  • Two remote workdays per week after the probationary period.
  • Licensing fees covered by the firm, including life insurance, mutual fund, and group annuity licensing.
  • A relaxed work environment with a strong team spirit.
  • A fully equipped kitchen offering coffee, smoothies, matcha, and snacks.
  • Bright, well-designed offices that provide a pleasant work environment.
  • A socially responsible company that gives back to the community.
  • An easily accessible workplace located near Highways 15, 640, and 13.
  • In-house training and professional development opportunities.

Job requirements

  • Experience in consultative sales or business development is considered an asset.
  • Excellent interpersonal skills and the ability to build trusted relationships with clients.
  • Strong analytical skills and the ability to understand clients’ financial needs and objectives.
  • Ability to explain financial concepts clearly and in accessible language.
  • Results-driven mindset and strong motivation to achieve performance objectives.
  • Autonomy, strong organizational skills, and the ability to manage priorities effectively.
  • Professional rigour and a strong commitment to regulatory compliance.
  • LLQP life insurance licence and mutual fund registration are considered assets.
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Mutual Fund Representative • Boisbriand, Quebec, Laurentides

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