Personal Finance Advisor

Job Overview

As a personal finance advisor, you develop and maintain lasting, trusting relationships with members and clients. Your role is to listen to their needs, offer tailored advice, and help them select appropriate solutions to meet their financial goals.

Responsibilities

• Advise members and clients on the best strategies to achieve expected results.
• Manage business relationships, assess member/client satisfaction, and follow up to identify areas for improvement.
• Stay up-to-date on industry trends, market developments, and best practices.
• Participate in outreach activities and represent the caisse in the community.
• Recommend investments, loans and insurance products to drive results.

Qualifications

• College diploma in a related field.
• Minimum of two years of relevant experience (other combinations considered).
• Knowledge of French.
• Knowledge of current fina...