Expert en Conseil Financier Personnel

Shape financial futures as a personal finance advisor, dedicated to offering tailored advice and building strong client relationships.

Your role is key to helping clients achieve their financial aspirations.

As an advisor, you will focus on individual members and businesses, assessing their needs and providing customized financial strategies. Your expertise will guide your clients toward suitable investments and insurance products while ensuring risk management and business objectives are met. Staying current with industry trends and representing the caisse in outreach activities will be essential parts of your role.

Key Responsibilities:

• Advise clients on financial plans and expected outcomes

• Assess and enhance client satisfaction and service quality

• Remain informed on industry trends and practices

• Represent the caisse in community engagements

Requirements:

• Bachelor's degree in a relevant area

• Minimum one year of experience in finance

• Mutual fund representative certification

• Must be fluent in French

• Willingness to work evenings weekly

Use your interpersonal skills and financial acumen to inspire confidence in clients and drive results.
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