Personal Finance Advisor

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and offer advice suited to their financial situation
• Help members and clients choose appropriate solutions to meet their financial goals
• Work with 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 and assess satisfaction and service quality
• Follow up and identify areas for improvement
• 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 developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client needs, recommending appropriate financial solutions, and staying informed on industry trends.

• Bachelor's Degree
• Mutual Fund Representative Certificate
• Customer Focus
• Financial Services Knowledge
• Bilingual in French

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

• Mutual Fund Representative Certificate

• Financial Services
• Investment Products
• Loans
• Insurance Products
• Risk Management
• Market Trends
• Client Satisfaction
• Business Objectives
• Outreach Activities
• Integrated Strategies