Personal Finance Advisor developing effective financial strategies and maintaining client relationships. Advising on investments, loans, and insurance solutions in a hybrid work setting.
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
Requirements
Bachelor's degree in a related field
A minimum of one year of relevant experience
Certificate of Representative in Personal Insurance – Autorité des marchés financiers
Knowledge of French is required
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
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