Personal Finance Advisor Community Representative

Location: Trois-Rivières

Cultivate client relationships and provide tailored financial advice as a Personal Finance Advisor. This role emphasizes strategic planning and maintaining high service quality within the community.

We are seeking an experienced Personal Finance Advisor with at least one year of relevant experience and a Bachelor’s degree in a related field. You will develop trusting relationships, assess client satisfaction, and identify areas for service improvement. Staying informed on industry trends is vital as you represent the caisse in community outreach initiatives.

Key Responsibilities:

• Develop and maintain trusting business relationships with clients

• Advise clients on effective financial strategies

• Manage business relationships and assess satisfaction

• Stay updated on financial industry trends and practices

• Participate in community outreach and representation

Requirements:

• Bachelor’s degree in a related field

• Minimum one year of relevant experience

• Knowledge of French is mandatory

Bring your advisory skills and commitment to service quality to enhance client satisfaction in our community.
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