Personal Finance Advisor, Assigned Clientele

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situation
• Help members and clients choose appropriate solutions to meet their financial goals
• Provide financing solutions for affluent individuals and businesses
• Recommend loans and insurance products
• Serve as a financing expert advisor and resource person
• Apply cross-sector financing strategies and authorize credit in accordance with established rules
• 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 the best 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

• 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
• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Demonstrates expertise in providing tailored financing solutions and managing business relationships while ensuring client satisfaction and adherence to risk management practices. Proficient in applying cross-sector financing strategies and staying informed on market trends within the financial services industry.

• Bachelor's Degree
• Mutual Fund Representative Certificate
• Financial Solutions Expertise
• Client Relationship Management
• Bilingual in French

• Financing Solutions
• Credit Authorization
• Risk Management
• Market Trend Analysis
• Integrated Strategy Design

• Customer Focus
• Interpersonal Savvy
• Action Oriented
• Drive Results
• Nimble Learning

• Mutual Fund Representative Certificate

• Financial Services
• Business Relationships
• Client Satisfaction
• Affluent Individuals Financing
• Loans and Insurance Products