Personal Finance Advison

Role Overview

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting relationships with members and clients to ensure their satisfaction. You drive results by recommending investments, loans, and insurance products, while serving as a financing expert advisor and resource person for the caisse.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client 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 in your field.
• Participate in outreach activities and represent the caisse in the community.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pen...